Connect Givebutter and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Givebutter and Advicent Naviplan
Enable Integrations or automations with these events of Givebutter and Advicent Naviplan
Triggers
New Campaign
Triggers when a campaign is created
New Transaction
Triggers when a new transaction is created
Campaign Updated
Triggers when a campaign is updated
Actions
Create a Campaign
Create a Campaign
Create a Contact
Create a Contact.
Create a Transaction
Create a Transaction
Update a Campaign
Update an existing Campaign.
Update Contact
Update an existing Contact.
Create a Fund
Create a new Fund.
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Frequently Asked Questions
To start, connect both your Givebutter and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Givebutter triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Givebutter 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 Givebutter 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 Givebutter 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 Givebutter
Givebutter is a fundraising platform that helps you raise money online with donation forms, team fundraising campaigns, and ticketing.
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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.
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