Connect Lemon Squeezy and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
License Key Created
Order Created
New Customer
New Discount
New Order Created
New Subscription Created
Subscripiton Updated
Subscription Cancelled
Subscription Resumed
Subscription Plan Changed
License Key Updated
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Lemon Squeezy and Advicent Naviplan
Enable Integrations or automations with these events of Lemon Squeezy and Advicent Naviplan
Triggers
License Key Created
Triggers when a new license key is created
Order Created
Triggers When a New Order is Created
New Customer
Trigger's when new customer is created.
New Discount
Triggers when new discount is created.
New Order Created
Trigger's when new order is created.
New Subscription Created
Trigger's when new subscription is created.
Actions
Create Customer
Creates a New Customer
Update Customer
Update a Customer Details
Create a Discount
Create a new discount.
Delete a Discount
Delete a discount.
Generate Order Invoice
Generate an Order Invoice.
Generate Subscription Invoice
Generate a subscription invoice.
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Frequently Asked Questions
To start, connect both your Lemon Squeezy and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Lemon Squeezy triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Lemon Squeezy 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 Lemon Squeezy 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 Lemon Squeezy 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 Lemon Squeezy
Lemon Squeezy is a comprehensive eCommerce platform designed to simplify the process of selling digital products online. It offers tools for managing payments, subscriptions, and customer relationships, making it an ideal solution for creators and businesses looking to monetize their digital content efficiently.
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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