Connect Intercom and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Added Email
New Closed Conversation
New Company
Admin initiated message to one user
New Ticket
New Unsubscription
New User
Tag Added to Conversation
Tag Added to Lead
Tag Added to User
Updated Contact
Admin activity log event created
New Lead
Admin away mode updated
Admin logged in
Admin logged out
Attach a contact to company
Detach a company from a contact
Company deleted
Company updated
Contact archived
Contact deleted
Contact email updated
Tag removed to Lead
Lead updated
Contact subscribed to email
Contact unarchived
Contact unsubscribed from email
User untagged
Conversation assigned to any teammate
Note added to a conversation
Open conversation assigned to any teammate
Conversation opened
Reply from your teammates
Conversation snoozed
Add a contact to a conversation
Remove a contact from a conversation
Conversation deleted
Conversation priority updated
subscribes to message subscription type
unsubscribes from message subscription type
Admin get assigned to a ticket
Ticket reply from your teammates
Ticket attribute get updated
Ticket contact attached
Ticket contact detached
Note added to a ticket
Ticket state updated
Team get assigned to a ticket
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Intercom and Advicent Naviplan
Enable Integrations or automations with these events of Intercom and Advicent Naviplan
Triggers
Lead Added Email
Triggers when a Lead enters an email address.
New Closed Conversation
Triggers when you close a Conversation.
New Company
Triggers when a new Company is created.
Admin initiated message to one user
Triggers when Admin initiated message to one user.
New Ticket
Triggers when a new Ticket is created in Intercom.
New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Actions
List All Tags
List All Tags
Add Tag to Contact
Add a tag to contact
Get contacts
Find Companies
Finds an existing companies.
Create User
Create a new User
Find Lead
Retrieve an Intercom contact: returns a lead when searching by email or contact ID, or the contact matching an external user ID.
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Frequently Asked Questions
To start, connect both your Intercom and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercom triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Intercom 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 Intercom 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 Intercom 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 Intercom
Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
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.
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