Connect Bolna and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Bolna and Advicent Naviplan
Enable Integrations or automations with these events of Bolna and Advicent Naviplan
Actions
Make a Phone Call
Create outbound calls.
Get All Excecutions
Get all agent executions and their details.
List Voice AI Agents
Get a list of all Voice AI agents under your account.
List Phone Numbers
Get a list of all phone numbers associated with your account.
List Knowledgebases
Get a list of all knowledgebases associated with your account.
List Providers
Get a list of all providers associated with your Bolna account.
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Frequently Asked Questions
To start, connect both your Bolna and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Bolna triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Bolna 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 Bolna 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 Bolna 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 Bolna
Bolna is an innovative AI-powered platform designed to enhance communication and interaction through advanced natural language processing capabilities. It offers tools and solutions for seamless and efficient communication, making it ideal for businesses and individuals looking to improve their conversational experiences.
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About 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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