Connect Google Analytics 4 and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Conversion Events
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Google Analytics 4 and Advicent Naviplan
Enable Integrations or automations with these events of Google Analytics 4 and Advicent Naviplan
Triggers
New Conversion Events
Trigger when a new conversion event is created.
Actions
Create Conversion Event
Create a conversion event for a specified Google Analytics 4 property using the provided event name.
Get Conversion Event
Retrieve a specific conversion event (by ID) from a Google Analytics 4 property.
Create Measurement Secret
Creates a Measurement Protocol Secret for a Google Analytics 4 data stream so you can send events via the Measurement Protocol.
Run Property Report
Generate a Google Analytics 4 report for a specified property and date range using selected metrics and dimensions.
List all Custom Dimensions for Specific Property
Returns metadata for dimensions and metrics available in reporting methods.
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Frequently Asked Questions
To start, connect both your Google Analytics 4 and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Analytics 4 triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Google Analytics 4 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 Google Analytics 4 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 Google Analytics 4 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 Google Analytics 4
Google Analytics is a powerful web analytics service offered by Google that tracks and reports website traffic, providing insights into user behavior, traffic sources, and marketing effectiveness.
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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