Connect Evenium and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
New Guests Added
Guest Created or Updated
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Evenium and Advicent Naviplan
Enable Integrations or automations with these events of Evenium and Advicent Naviplan
Triggers
New Event
Triggers when a new event is created.
New Guests Added
Triggers when new guest is added
Guest Created or Updated
Triggers when a new guest is created or updated.
Actions
Create participant
This action helps you add participants in an event.
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Frequently Asked Questions
To start, connect both your Evenium and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Evenium triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Evenium 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 Evenium 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 Evenium 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 Evenium
Evenium is a comprehensive solution for managing professional events. Evenium .NET handles registration, while OnSite takes care of entry management. ConnexMe, our mobile event app, provides interactive tools to your attendees and meetings.
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
