Connect Blink and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Blink
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Blink and Advicent Naviplan
Enable Integrations or automations with these events of Blink and Advicent Naviplan
Actions
List users
Get a list of users
List domains
Get list of existing domains
Get domain by id
Get a domain detail by its id
Get domain by domain name
Get a domain detail by its name
Delete domain
Deletes a domain and all its links.
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Frequently Asked Questions
To start, connect both your Blink and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Blink triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Blink 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 Blink 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 Blink 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 Blink
"Blink" is a swift URL shortener app enabling personalized, trackable links for efficient sharing across platforms, backed by robust security measures. Simplify your link sharing experience with Blink today.
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
