Connect Adyen and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Adyen
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Adyen and Advicent Naviplan
Enable Integrations or automations with these events of Adyen and Advicent Naviplan
Actions
Create Payment Session
Create an Adyen checkout session and return the session ID, expiry, and data for redirect or embedded checkout.
Create Order
Create a new Adyen checkout order to start payment processing and return order details (provider reference, order reference, amount, expiry).
Cancel an order
Cancel an existing Adyen order to stop further processing and, when supported, release reserved funds.
Create a payment link
Generate an Adyen-hosted payment link for a specified amount and shopper so they can complete payment.
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Frequently Asked Questions
To start, connect both your Adyen and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Adyen triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Adyen 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 Adyen 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 Adyen 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 Adyen
Adyen is a global payment platform that enables businesses to accept payments online, in-app, and in-store through a single solution. With advanced fraud protection, seamless checkout experiences, and support for major payment methods worldwide, Adyen powers secure and scalable payment processing for leading enterprises.
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.
Learn More
