Connect Easybroker and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Is Created Or Updated
New Contact Request
Property Created or Updated
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Easybroker and Advicent Naviplan
Enable Integrations or automations with these events of Easybroker and Advicent Naviplan
Triggers
Contact Is Created Or Updated
Runs when contact is new/updated
New Contact Request
Triggers when a new contact request is created in EasyBroker.
Property Created or Updated
Runs when property changes
Actions
List Contacts
Get all EasyBroker contacts
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Retrieve contact requests
Get Property By ID
Get property details by ID
List All Collaborations
Show all collaborations for the connected EasyBroker account
List All Property Features
Get all property features
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Frequently Asked Questions
To start, connect both your Easybroker and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Easybroker 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 Easybroker 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 Easybroker 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
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.
Learn More
