Connect ikas and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
New Product
New Customer
Order Updated
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of ikas and Advicent Naviplan
Enable Integrations or automations with these events of ikas and Advicent Naviplan
Triggers
New Order
Trigger's when new order is created.
New Product
Trigger's when new product is created.
New Customer
Trigger's when new customer is created.
Order Updated
Triggered when an existing order is updated in Ikas; provides the updated order details.
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Frequently Asked Questions
To start, connect both your ikas and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in ikas triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how ikas 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 ikas 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 ikas 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 ikas
Ikas is a comprehensive eCommerce platform designed to streamline online store management, offering tools for inventory, order processing, and customer engagement.
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.
Learn More
