Connect DitCal and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Cancelled
New Booking
Meeting Rescheduled
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of DitCal and Advicent Naviplan
Enable Integrations or automations with these events of DitCal and Advicent Naviplan
Triggers
Booking Cancelled
Triggers when a booking is cancelled.
New Booking
Triggers when a new booking is created.
Meeting Rescheduled
Triggers when meeting is rescheduled.
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Frequently Asked Questions
To start, connect both your DitCal and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in DitCal triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how DitCal 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 DitCal 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 DitCal 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 DitCal
DitCal is a comprehensive calendar and scheduling tool designed to streamline your personal and professional life. It offers features such as event scheduling, reminders, and integration with other productivity tools to ensure you never miss an important meeting or deadline.
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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