Connect Billetweb and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Recent Attendee Check-ins
Attendee Created or Updated
New Event Created
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Billetweb and Advicent Naviplan
Enable Integrations or automations with these events of Billetweb and Advicent Naviplan
Triggers
Recent Attendee Check-ins
Returns attendees for the selected event who were checked in within the recent time window.
Attendee Created or Updated
Triggers when an attendee is created or updated for a selected event (or all events). Returns attendee and order details and supports filtering by tag and by creation/update.
New Event Created
Detects newly created events on Billetweb and returns details for events added since the last check.
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Frequently Asked Questions
To start, connect both your Billetweb and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Billetweb triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Billetweb 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 Billetweb 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 Billetweb 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 Billetweb
Billetweb is a comprehensive platform for event management and ticketing, offering tools to organize, promote, and manage events 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.
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