Connect Flodesk and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber Created
A new subscriber added to specific segment
Subscriber Unsubscribed
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Flodesk and Advicent Naviplan
Enable Integrations or automations with these events of Flodesk and Advicent Naviplan
Triggers
New Subscriber Created
Runs when a new subscriber is added to Flodesk.
A new subscriber added to specific segment
Trigger when a new subscriber added to a segment.
Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Actions
Remove Subscriber From Segments
Removes a subscriber from specific segments.
Add Subscriber To Segments
Adds a subscriber to one or more selected segments.
Find Subscriber
Finds a subscriber by email or ID.
Unsubscribe Subscriber
Stops a subscriber from receiving emails from your Flodesk account.
Create Or Update Subscriber
Add or update a subscriber
List Subscribers
Lists all subscribers and shows their details.
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Frequently Asked Questions
To start, connect both your Flodesk and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Flodesk triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Flodesk 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 Flodesk 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 Flodesk 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 Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
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
