Connect CallHippo and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of CallHippo and Advicent Naviplan
Enable Integrations or automations with these events of CallHippo and Advicent Naviplan
Triggers
Call Log Activity
Triggers when there's a new call.
New SMS Activity
Triggers when CallHippo sends or receives an SMS and delivers the SMS details to your configured webhook.
Actions
Get All Users
Get all users in the account
Create a Contact
Create a new contact.
List All Campaign
List all the campaign in the account.
Send SMS
Send SMS through CallHippo
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Frequently Asked Questions
To start, connect both your CallHippo and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHippo triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how CallHippo 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 CallHippo 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 CallHippo 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 CallHippo
CallHippo is a cloud-based call center solution that helps mid to large size businesses with workflow automation and virtual telephony. The platform enables users to give detailed analysis to customers through call recordings.
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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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