Connect iContact and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of iContact and Advicent Naviplan
Enable Integrations or automations with these events of iContact and Advicent Naviplan
Triggers
Contact Subscribed
Trigger when contact is subscribed to a list.
Contact Unsubscribed
Trigger when contact is unsubscribed from a list.
New Message
Triggers when a new message received.
New Contact
Triggers when a contact is created.
Updated Contact
Triggers when a contact is updated.
New Contact in List
Triggers when a contact is created in the given list.
Actions
Find Contact
Create a new contact
Create Contact
Creates a new contact in your account.
Unsubscribe Contact
Unsubscribes a contact from a given list.
Create List
Creates a new list in your account.
Update List
Updates an existing list.
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Frequently Asked Questions
To start, connect both your iContact and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in iContact triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how iContact 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 iContact 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 iContact 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 iContact
iContact is an easy-to-use email marketing platform that will help you start growing your business and stay connected with your customers.
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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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