Connect Kit and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Subscriber
New Purchase
New Tag Subscriber
Subscriber Unsubscribes
Tag Removed From Subscriber
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Kit and Advicent Naviplan
Enable Integrations or automations with these events of Kit and Advicent Naviplan
Triggers
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
Subscriber Unsubscribes
Runs when subscriber unsubscribes
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
Actions
Search Subscriber
Find the details of a existing subscriber by its ID or Email
Add Subscriber To Form
Subscribe someone to a specific form.
Add Subscriber to Sequence
Add an email address to a specific email sequence.
Remove Tag From Subscriber
Remove a specific tag from a subscriber.
Create Purchase
Adds a purchase to a subscriber an existing purchase.
Add Tag to Subscriber
Add tag to a specific subscriber.
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Frequently Asked Questions
To start, connect both your Kit and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Kit triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Kit 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 Kit 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 Kit 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 Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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
