Connect Authorize.Net and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Authorize.Net
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Authorize.Net and Advicent Naviplan
Enable Integrations or automations with these events of Authorize.Net and Advicent Naviplan
Actions
Create Subscription
Create a new subscription.
Charge Customer
Charge saved customer payment
Create Customer Profile
Add customer with payment info
Refund Transaction
Refund a previous payment.
Get Settled Batch List
List all Settled Batch List.
Get Transaction List
List all Transaction List.
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Frequently Asked Questions
To start, connect both your Authorize.Net and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Authorize.Net triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Authorize.Net 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 Authorize.Net 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 Authorize.Net 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 Authorize.Net
Authorize.Net is a trusted payment gateway that allows businesses to accept online, mobile, and in-person payments securely. It provides features like fraud detection, recurring billing, and seamless integration with shopping carts and accounting systems, helping businesses manage transactions efficiently.
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
