Connect Emelia and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Emelia and Advicent Naviplan
Enable Integrations or automations with these events of Emelia and Advicent Naviplan
Triggers
Fetch advanced campaign
Actions
Create a campaign
Create a new campaign with targeted email lists and content setup.
Add contact to a campaign
Add a contact to a specific campaign for targeted outreach and engagement.
Create a LinkedIn campaign
The action "Create a LinkedIn campaign" initiates a new LinkedIn campaign via API.
Add contact to a LinkedIn campaign
The action "Add contact to a LinkedIn campaign" adds contacts to your campaign.
Create an advanced campaign
The action "Create an advanced campaign" initiates a complex, customized campaign with advanced settings
List campaigns
List a campaigns
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Know More About Emelia and Advicent Naviplan Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Emelia and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Emelia triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Emelia 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 Emelia 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 Emelia 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 Emelia
Emilia is the only platform dedicated to Growth Marketing teams and B2B automation companies that has 3 e-mail addresses for cold-emailing.
Learn More
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.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.