Connect ActiveCampaign and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Updated Contact
New Deal Task
New Deal Note
New Contact Added to List
New Campaign Open
New Campaign Starts Sending
Tag Added or Removed From Contact
New or Updated Contact
New Contact Task
New Contact Note
New or Updated Account
Deal Task Completed
New Campaign Link Click
New Deal Added or Updated
New Campaign Unsubscribe
New Contact
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of ActiveCampaign and Advicent Naviplan
Enable Integrations or automations with these events of ActiveCampaign and Advicent Naviplan
Triggers
Updated Contact
Triggers when an existing contact details are updated.
New Deal Task
Triggers when a new deal task is added.
New Deal Note
Triggers when a new deal note is created.
New Contact Added to List
Triggers when a new contact is added to the list.
New Campaign Open
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
New Campaign Starts Sending
Triggers when a new campaign starts sending.
Actions
Find a User
Find an existing user by its email address.
Find a Deal Task
Find an existing deal task by its task title and deal id.
Find a Deal
Find an existing deal by its title or email.
Find a Contact
Retrieve contact details using either the contact ID or email address.
Create Contact
Creates a new contact.
Create an Account
Create a new account.
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Frequently Asked Questions
To start, connect both your ActiveCampaign and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in ActiveCampaign triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how ActiveCampaign data is recorded in Advicent Naviplan. This includes choosing which data fields go into which fields of Advicent Naviplan, setting up custom formats, and filtering out unwanted information.
The data sync between ActiveCampaign and Advicent Naviplan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ActiveCampaign and Advicent Naviplan. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ActiveCampaign
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn MoreAbout Advicent Naviplan
Advicent Naviplan is a comprehensive financial planning software designed to help financial advisors create detailed and personalized financial plans for their clients. It offers robust tools for cash flow analysis, retirement planning, and investment strategies, ensuring advisors can provide tailored advice to meet individual client needs.
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