Connect Commerce Layer and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Gift Card Created
New Customer created
New Promotion
Customer Deleted
Gift Card activated
Gift Card Deactivated
Customer Tagged
New Price
New Customer Metadata Updated
New Promotion Created
Promotion Tagged
Gift Cards Tagged
Gift Card Deleted
Bundles Tagged
Imports Created
Skus Tagged
Free Shipping Promotions Created
Free Gift Promotions Created
Free Gift Promotions Tagged
Fixed Price Promotions Created
Fixed Amount Promotions Created
Fixed Amount Promotions Tagged
External Promotion Created
External Promotions Tagged
Percentage Discount Promotions Created
Percentage Discount Promotions Tagged
Buy_X_Pay_Y_ Promotions Created
Buy_x_pay_y_Promotions Tagged
Customer Address Created
Customer Address Deleted
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Commerce Layer and Advicent Naviplan
Enable Integrations or automations with these events of Commerce Layer and Advicent Naviplan
Triggers
New Gift Card Created
Trigger's when new gift card created.
New Customer created
Trigger's when new customer is created
New Promotion
Trigger's when new promotion is created.
Customer Deleted
Trigger's when a customer is deleted.
Gift Card activated
Trigger's when gift card is activated.
Gift Card Deactivated
Trigger's when gift card is deactivated.
Actions
Create Customer Group
create a customer group
Create a Customer
Create a new customer.
Delete a Customer
Delete a customer by id.
Update Customer Group
Update an existing customer group.
Create price lists
create price list.
Create a Shipping Category
Create a new shipping category.
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Frequently Asked Questions
To start, connect both your Commerce Layer and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Commerce Layer triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Commerce Layer 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 Commerce Layer 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 Commerce Layer 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 Commerce Layer
Commerce Layer is a fast, flexible, and highly secure REST API, designed to empower you to create innovative and scalable eCommerce solutions with ease. Ask ChatGPT
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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