Connect Chatrace and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Chatrace
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Chatrace and Advicent Naviplan
Enable Integrations or automations with these events of Chatrace and Advicent Naviplan
Actions
Create Custom Fields
Create's a custom fields
Create Contact
Create a contact.
Find Contact By Id
Retrieve a contact detail's by id.
Create Tag
create a tag.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Chatrace and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatrace triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Chatrace 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 Chatrace 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 Chatrace 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 Chatrace
Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.
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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