Connect Advicent Naviplan and Cashfree
Integrate Advicent Naviplan with Cashfree to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Advicent Naviplan and Cashfree
Supported Triggers & Actions
Everything you can automate between Advicent Naviplan and Cashfree.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Advicent Naviplan integrations.
Get Order
Get a specific order by its id.
Create Order
Create an order.
Terminate Order
Terminate a specific order by its id.
Create Payment Link
Create a payment link.
Cancel Payment Link
Cancel a specific payment link by its link id.
Get Payment Link
Get a specific payment link details by its link id.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About 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.
Learn more
About Cashfree
Cashfree is a leading payment gateway and payment processing solution that enables businesses to accept and disburse payments seamlessly. It offers a wide range of payment options, including credit/debit cards, UPI, net banking, and wallets, making it easy for businesses to manage their financial transactions efficiently.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Advicent Naviplan and Cashfree accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Advicent Naviplan and Cashfree as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cashfree. No coding required.
Yes. You can set up a workflow where Advicent Naviplan triggers actions in Cashfree, and a separate workflow where Cashfree triggers actions in Advicent Naviplan. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Advicent Naviplan and Cashfree. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Advicent Naviplan and Cashfree integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
