Integrations humanitix Advicent Naviplan
humanitix + Advicent Naviplan

Connect humanitix and Advicent Naviplan to Build Intelligent Automations

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humanitix

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Advicent Naviplan

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Enable Integrations or automations with these events of humanitix and Advicent Naviplan

Enable Integrations or automations with these events of humanitix and Advicent Naviplan

Triggers

New Attendes

New Attendes

Triggers on every attendee created on an order. Use this trigger if you want to collect customer information on the ticket level.

New Event

New Event

Triggers when a new event is created in your account.

New Order

New Order

Triggers when a new order is made in one of your events. This includes just the high level order information

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Actions

Search Event

Search Event

Search for any current Event by Id.

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Frequently Asked Questions

How do I start an integration between humanitix and Advicent Naviplan?

To start, connect both your humanitix and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in humanitix triggers actions in Advicent Naviplan (or vice versa).

Can we customize how data from humanitix is recorded in Advicent Naviplan?

Absolutely. You can customize how humanitix 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.

How often does the data sync between humanitix and Advicent Naviplan?

The data sync between humanitix and Advicent Naviplan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from humanitix to Advicent Naviplan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between humanitix and Advicent Naviplan?

Yes, you can set conditional logic to control the flow of data between humanitix 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.

humanitix

About humanitix

Humanitix is a platform that revolutionizes event management by transforming booking fees into charitable donations. It offers a seamless experience for event organizers to manage ticketing, registrations, and donations, while supporting various social causes. With a focus on making a positive impact, Humanitix is ideal for those who want to combine event management with philanthropy.

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Advicent Naviplan

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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