Connect Google Business Profile and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Review
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Google Business Profile and Advicent Naviplan
Enable Integrations or automations with these events of Google Business Profile and Advicent Naviplan
Triggers
New Review
Triggers when a new review is posted on your Google Business Profile.
Actions
Create Event Post
Creates a new event post on your Google Business Profile.
Get all account
get all accounts.
Create Reply
creates a reply for a specified review.
List location
list all location for
Get all Review
get all review for business account.
Update Event Post
Update a Google Business Profile Event post .
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Frequently Asked Questions
To start, connect both your Google Business Profile and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Business Profile triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Google Business Profile 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 Business Profile 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 Business Profile 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 Business Profile
Google Business Profile is a tool that allows businesses to manage their online presence across Google, including Search and Maps. By verifying and editing your business information, you can help customers find you and tell them the story of your business.
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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