Connect innoChat and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message In Session
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of innoChat and Advicent Naviplan
Enable Integrations or automations with these events of innoChat and Advicent Naviplan
Triggers
New Message In Session
Runs when new session message
Actions
Send Message
Send text and receive reply
Fetch Chatbot Session History
Get chatbot session messages
Create Chatbot
Create a chatbot with settings
Create Url Source
Add website as data source
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Frequently Asked Questions
To start, connect both your innoChat and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in innoChat triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how innoChat 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 innoChat 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 innoChat 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 innoChat
INNOCHAT is a dynamic platform designed to enhance team communication and collaboration. It offers seamless messaging, file sharing, and project management features to streamline workflows and boost productivity.
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
