Connect KIXIE and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ended
Call Started
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of KIXIE and Advicent Naviplan
Enable Integrations or automations with these events of KIXIE and Advicent Naviplan
Triggers
Call Ended
Triggers your workflow when a Kixie voice call ends.
Call Started
Notifies the configured webhook when a call begins, delivering key call details.
Actions
Send a Team SMS
Sends auto-sms from a Team SMS Inbox phone number.
Send to Queue
Send a call to a queue
Make a Call
Places an outbound call through Kixie PowerCall.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your KIXIE and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in KIXIE triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how KIXIE 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 KIXIE 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 KIXIE 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 KIXIE
Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.
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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