Connect Contact Form 7 and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Contact Form 7 and Advicent Naviplan
Enable Integrations or automations with these events of Contact Form 7 and Advicent Naviplan
Triggers
New Form Submission
Triggered when a new form is submitted.
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Frequently Asked Questions
To start, connect both your Contact Form 7 and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Contact Form 7 triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Contact Form 7 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 Contact Form 7 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 Contact Form 7 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 Contact Form 7
Contact Form 7 is a popular WordPress plugin that allows users to create and manage multiple contact forms. It provides a simple and flexible way to customize form fields and design, enabling seamless communication between website visitors and site owners.
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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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