Connect FreJun and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Status
Call Recording
Call Notes Updated
Call Reason Change
Call Outcome Change
Call Insights Available
Call Summary
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of FreJun and Advicent Naviplan
Enable Integrations or automations with these events of FreJun and Advicent Naviplan
Triggers
Call Status
Triggers whenever a call's status changes throughout it's lifecycle.
Call Recording
Triggers when the call recording is ready to be fetched/played.
Call Notes Updated
Triggers when the notes associated with a call change.
Call Reason Change
Triggers when the call reason associated with a call changes.
Call Outcome Change
Triggers when the call outcome associated with a call changes.
Call Insights Available
Runs when call insights are available.
Actions
Get Call Records
Get Call Records
Initiate Call
Initiates a call to the specified candidate
Create Contact List
Create a new contact list.
Delete a contact list
Deletes a contact list.
Assign Contacts
Assign contacts to a user.
Unassign Contacts
Unassign contacts from a user.
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Frequently Asked Questions
To start, connect both your FreJun and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in FreJun triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how FreJun 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 FreJun 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 FreJun 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 FreJun
FreJun is an excellent platform for calling & maintaining records of calls. The product is user friendly with great analytics on reports which makes calling more productive. My most liked feature is its integration with several other platforms, virtual business number & WhatsApp option.
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
