Connect Freshservice and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Freshservice
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Freshservice and Advicent Naviplan
Enable Integrations or automations with these events of Freshservice and Advicent Naviplan
Actions
Create Ticket
Creates a new support ticket in Freshservice.
Add Note to Ticket
Adds a note to an existing ticket to provide additional information.
Create Requestor
Allows you to create a Requester in Freshservice for your support domain.
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Frequently Asked Questions
To start, connect both your Freshservice and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshservice triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Freshservice 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 Freshservice 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 Freshservice 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 Freshservice
Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.
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.
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