Integrations ASPSMS Advicent Naviplan
ASPSMS + Advicent Naviplan

Connect ASPSMS and Advicent Naviplan to Build Intelligent Automations

Choose a Trigger

ASPSMS

When this happens...

Choose an Action

Advicent Naviplan

Automatically do this!

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

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

Actions

Send SMS

Send SMS

Send a text message to one or more recipients.

Create Voucher

Create Voucher

Generate one or more voucher codes to transfer SMS credits to another user or save for later.

Redeem Voucher

Redeem Voucher

Redeem an ASPSMS voucher code to add SMS credits to your account.

Request a new Action for ASPSMS

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how ASPSMS 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 ASPSMS and Advicent Naviplan?

The data sync between ASPSMS 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 ASPSMS 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 ASPSMS and Advicent Naviplan?

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

ASPSMS

About ASPSMS

ASPSMS is a powerful SMS gateway service that enables businesses to send and receive SMS messages globally. It offers a reliable platform for communication, marketing, and notifications, making it ideal for enhancing customer engagement.

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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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