Connect BombBomb and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of BombBomb and Advicent Naviplan
Enable Integrations or automations with these events of BombBomb and Advicent Naviplan
Actions
New Email To Contact
Send an email to a contact.
Get all List
get all existing list
Add Contact
Adds a new contact to your BombBomb account.
Add List
Add a list to the users account.
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Frequently Asked Questions
To start, connect both your BombBomb and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in BombBomb triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how BombBomb 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 BombBomb 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 BombBomb 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 BombBomb
BombBomb is a video email marketing platform that allows users to create, send, and track video emails to enhance their communication and engagement with clients and prospects.
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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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