Connect BigMailer and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New User
New Brand
New Brand Property
New Field
New List
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of BigMailer and Advicent Naviplan
Enable Integrations or automations with these events of BigMailer and Advicent Naviplan
Triggers
New Contact
Trigger when new contact is created.
New User
Triggers when a new user is created.
New Brand
Triggers when a new brand is created.
New Brand Property
Triggers when a new brand property is created.
New Field
Triggers when a new field is created.
New List
Triggers when a new list is created.
Actions
Add/Update Contact
Create a new contact or update an existing contact in the selected BigMailer brand
Create List
Create a new mailing list.
Update List
Update details of an existing list
Create Field
Creates a new field.
Update Field
Update the selected field's details.
Create Brand Property
Creates a new brand property.
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Frequently Asked Questions
To start, connect both your BigMailer and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in BigMailer triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how BigMailer 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 BigMailer 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 BigMailer 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 BigMailer
Bigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
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
