Connect Cobot and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Created
Booking Will Begin
Event Published
Invoice Created
External Booking Created
Membership Cancelled
Membership Confirmed
External Booking Approved
Drop in Pass Purchased
Update Booking
Booking Begin
Booking Ended
Delete Booking
Update Custom Field
Update Invoice
Wrote Off Invoice
Sent Invoice
Confirme Membership
Create Membership
delete Membership
Reactivated Membership
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Cobot and Advicent Naviplan
Enable Integrations or automations with these events of Cobot and Advicent Naviplan
Triggers
Booking Created
Triggers when a booking is made.
Booking Will Begin
Triggers when a booking is about to begin.
Event Published
Triggers when an admin publishes an event.
Invoice Created
Triggers when an invoice is created.
External Booking Created
Triggers when an external booking is created.
Membership Cancelled
Triggers when a membership is cancelled.
Actions
Get Memberships
Listthe current members of a space.
List booking categories for a space
List all booking calendar resources categories of a space.
List upcoming bookings for member
Get a list of upcoming bookings for a member.
List recent bookings for member
Get a list of not yet invoiced bookings for a member.
List remaining booking credits for a member
List the number of remaining booking credits for a member.
List check-ins for entire space
List check-ins for entire space.
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Frequently Asked Questions
To start, connect both your Cobot and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Cobot triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Cobot 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 Cobot 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 Cobot 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 Cobot
Cobot is a comprehensive management tool designed for coworking spaces. It helps streamline operations, manage memberships, and enhance community engagement.
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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