Connect BuildBetter and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of BuildBetter and Advicent Naviplan
Enable Integrations or automations with these events of BuildBetter and Advicent Naviplan
Triggers
New Call Is Added
Runs when new call is added
Actions
Get Call
Get call details by Call ID.
Get Call Attendees
Get the names and emails of people who attended a specific call.
Get Call Summaries
Get full AI-generated summaries for a specific call.
Explore more automations built by businesses and experts
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Frequently Asked Questions
To start, connect both your BuildBetter and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in BuildBetter triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how BuildBetter 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 BuildBetter 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 BuildBetter 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 BuildBetter
BuildBetter is an innovative AI-driven platform designed to enhance productivity and streamline project management processes. It leverages advanced artificial intelligence to provide insights, automate tasks, and improve team collaboration, making it an essential tool for modern businesses.
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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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