Connect Kajabi and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Kajabi
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Kajabi and Advicent Naviplan
Enable Integrations or automations with these events of Kajabi and Advicent Naviplan
Actions
Grant Access to an Offer
Give a contact access to a Kajabi offer. Creates the contact automatically if they don't exist yet, and optionally sends them a welcome email.
List All Sites
Show all your sites
List Offers
Get active offers for a site
viaSocket Support
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Frequently Asked Questions
To start, connect both your Kajabi and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Kajabi triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Kajabi 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 Kajabi 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 Kajabi 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 Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
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
