Integrations Laposta Advicent Naviplan
Laposta + Advicent Naviplan

Integrate Laposta and Advicent Naviplan with viaSocket

Laposta already connects with hundreds of apps. Advicent Naviplan's automation is still on its way. Want to speed that up?

Full list

Supported Triggers & Actions

Everything you can automate between Laposta and Advicent Naviplan.

When this happensTriggers

A trigger is an event that starts a workflow.

Deleted Subscriber

Deleted Subscriber

Runs when a subscriber is unsubscribed from a chosen list.

Request a new Trigger for Laposta

Do thisActions

Action is the task that follows automatically within your Laposta integrations.

Create List

Create List

Create a mailing list with name, remarks, subscribe/unsubscribe notification emails, and optional lock.

Add or Update Subscriber

Add or Update Subscriber

Add or update a subscriber in a chosen list using email, name, and custom fields.

List Subscribers

List Subscribers

Retrieve subscribers from a selected list; filter by state and select response fields like list_id or timezone.

Create Campaign

Create Campaign

Create a Laposta email campaign with subject, sender (name & email), recipient lists, optional reply-to, and tracking settings.

Delete List

Delete List

Permanently delete a mailing list by selecting its list ID.

Get List

Get List

Retrieve a mailing list by its List ID.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Advicent Naviplan
Advicent Naviplan + Laposta
Advicent Naviplan logo

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.

Learn more

Frequently Asked Questions

How do I connect Laposta and Advicent Naviplan?

Sign up for a free viaSocket account, then authorize both your Laposta and Advicent Naviplan accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Laposta and Advicent Naviplan as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Laposta to Advicent Naviplan?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Advicent Naviplan. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Laposta triggers actions in Advicent Naviplan, and a separate workflow where Advicent Naviplan triggers actions in Laposta. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Laposta and Advicent Naviplan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Laposta and Advicent Naviplan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.