Connect inflow-inventory and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of inflow-inventory and Advicent Naviplan
Enable Integrations or automations with these events of inflow-inventory and Advicent Naviplan
Triggers
New Sales Order Created
Triggers When new sales order is created.
Update Customer
Triggers when existing customer is updated.
Update Vendor
Triggers when existing Vendor is Updated.
Updated Purchase Order
Triggers when existing purchase order is updated.
New Purchase Order
Triggers when new purchase order is created.
New Vendor
Triggers when new Vendor is Created.
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Frequently Asked Questions
To start, connect both your inflow-inventory and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in inflow-inventory triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how inflow-inventory 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 inflow-inventory 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 inflow-inventory 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 inflow-inventory
inflow-inventory is a comprehensive inventory management software designed to help businesses efficiently track and manage their stock levels, orders, and sales. It offers features such as barcode scanning, reporting, and multi-location support to streamline inventory processes.
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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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