Connect Jumpseller and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Jumpseller and Advicent Naviplan
Enable Integrations or automations with these events of Jumpseller and Advicent Naviplan
Triggers
New Customer Created
Runs when New Customer is Created.
Customer Updated
Runs when Customer Is Updated.
New Product Added
Runs when New Product is Added.
Actions
Create Product
Create a new product
Update Product
Update an existing product's details in your store.
Find Product Variant
Find a product variant by its name
Delete Product
Delete a product from your store
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Frequently Asked Questions
To start, connect both your Jumpseller and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Jumpseller triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Jumpseller 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 Jumpseller 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 Jumpseller 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 Jumpseller
Jumpseller is an e-commerce platform that allows users to create and manage their online stores with ease. It provides a range of tools and features to help businesses sell products online, manage inventory, process payments, and track orders.
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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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