Connect Cal.com and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Created
Booking Rescheduled
Booking Cancelled
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Cal.com and Advicent Naviplan
Enable Integrations or automations with these events of Cal.com and Advicent Naviplan
Triggers
Booking Created
Activates instantly when a new booking is created, triggering immediate workflow initiation.
Booking Rescheduled
Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.
Booking Cancelled
Activates instantly when a booking is cancelled, triggering immediate workflow initiation.
Actions
List Attendees
List all attendees
List Booking References
List all booking references.
List Destination Calendars
List all destination calendars
List all Event Types
List all event types
List Memberships
List all memberships.
List Payments
List all payments.
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Frequently Asked Questions
To start, connect both your Cal.com and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal.com triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Cal.com 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 Cal.com 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 Cal.com 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 Cal.com
Cal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
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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