Integrations Airmeet Advicent Naviplan
Airmeet + Advicent Naviplan

Connect Airmeet and Advicent Naviplan to Build Intelligent Automations

Choose a Trigger

Airmeet

When this happens...

Choose an Action

Advicent Naviplan

Automatically do this!

Enable Integrations or automations with these events of Airmeet and Advicent Naviplan

Enable Integrations or automations with these events of Airmeet and Advicent Naviplan

Actions

Create Event

Create Event

Create a new event in Airmeet.

Add Speaker

Add Speaker

Add a speaker to your Airmeet event.

Request a new Action for Airmeet

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Frequently Asked Questions

How do I start an integration between Airmeet and Advicent Naviplan?

To start, connect both your Airmeet and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Airmeet triggers actions in Advicent Naviplan (or vice versa).

Can we customize how data from Airmeet is recorded in Advicent Naviplan?

Absolutely. You can customize how Airmeet 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.

How often does the data sync between Airmeet and Advicent Naviplan?

The data sync between Airmeet and Advicent Naviplan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Airmeet to Advicent Naviplan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Airmeet and Advicent Naviplan?

Yes, you can set conditional logic to control the flow of data between Airmeet 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.

Airmeet

About Airmeet

Airmeet is an all-in-one platform for communities & organizations to host immersive events and build real connections, online.

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Advicent Naviplan

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.

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