Connect BulkGate and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BulkGate
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of BulkGate and Advicent Naviplan
Enable Integrations or automations with these events of BulkGate and Advicent Naviplan
Actions
Add a Contact
Add a Contact in BulkGate Address Book
Update a Contact
Update an existing contact by its Phone Number
Get a Contact
Get a Contact by Phone Number
Blacklist a Number
Adds a number to blacklist.
Check Blacklisted Number
Check Number is Blacklisted.
Remove a Blacklisted Number
Removes number from black list.
Know More About Bulkgate and Advicent Naviplan Integrations
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Frequently Asked Questions
To start, connect both your BulkGate and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in BulkGate triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how BulkGate 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 BulkGate 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 BulkGate 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 BulkGate
Bulkgate is a comprehensive platform designed for businesses to streamline their communication through bulk messaging services. It offers tools for sending SMS, Viber, and other messaging services to engage with customers effectively.
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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