Connect Contacts+ and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Contact Deleted
Contact Updated
New Tag
New Tag Deleted
Tag Updated
New Business Card Transcribed
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Contacts+ and Advicent Naviplan
Enable Integrations or automations with these events of Contacts+ and Advicent Naviplan
Triggers
New Contact
Triggers when a new contact is added to your Contacts+ account.
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
Contact Updated
Triggers when a contact is updated from your Contacts+ account.
New Tag
Triggers when a tag is added from your Contacts+ account.
New Tag Deleted
Triggers when a tag is deleted from your account.
Tag Updated
Triggers when a tag is updated.
Actions
Create Contact
Creates a contact.
Get Account Information
Fetches the authenticated user’s account information .
Get Teams
Gets a list of teams that the user is a member of.
Know More About Contacts Plus and Advicent Naviplan Integrations
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Frequently Asked Questions
To start, connect both your Contacts+ and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Contacts+ triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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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