Connect Goaffpro and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Affiliate Created
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Goaffpro and Advicent Naviplan
Enable Integrations or automations with these events of Goaffpro and Advicent Naviplan
Triggers
Affiliate Created
Retrieve affiliates created within the specified recent time window (newest first). Supports pagination to fetch additional results.
Actions
Update Affiliate
Update an affiliate's account details — e.g., name, email, password, status, contact info, and commission settings.
Create an Affiliate
Create a new affiliate account with profile, contact, status, and commission settings.
Create Reward
Creates a reward for an affiliate, specifying amount, type and status
Delete Affiliate
Remove an affiliate identified by their email from the GoAffpro program and return deletion confirmation.
Delete Reward
Permanently remove a reward from your GoAffpro account using its reward ID.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Goaffpro and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Goaffpro triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Goaffpro 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 Goaffpro 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 Goaffpro 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 Goaffpro
GoAffpro is a comprehensive affiliate marketing platform that empowers businesses to create and manage their own affiliate programs. It offers tools for tracking, reporting, and optimizing affiliate performance, making it easier for businesses to expand their reach and increase sales through affiliate partnerships.
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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