Connect Axonaut and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Quotation
New Task
New Expense
New Invoice
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Axonaut and Advicent Naviplan
Enable Integrations or automations with these events of Axonaut and Advicent Naviplan
Triggers
New Company
Trigger when New Company created.
New Quotation
Trugger when new Quotation is created.
New Task
Trigger when new Task created.
New Expense
Triggers when a new Expense is created.
New Invoice
This action creates a new invoice.
Actions
Create Company
Create a company in Axonaut via API
Create Quotation
Create a Quotation
Create Event
Create an Event
Create Task
Create Task
Create Product
Creates a product.
Create Employee
This action creates a new employee.
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Frequently Asked Questions
To start, connect both your Axonaut and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Axonaut triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Axonaut 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 Axonaut 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 Axonaut 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 Axonaut
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
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
