Connect Linkly and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Linkly
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Linkly and Advicent Naviplan
Enable Integrations or automations with these events of Linkly and Advicent Naviplan
Actions
Create Link
Create a Linkly Link
Create Domain
Creates a new Domain.
Delete Domain
Delete a Domain
Delete Link
Delete a Links.
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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
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Frequently Asked Questions
To start, connect both your Linkly and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Linkly triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Linkly 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 Linkly 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 Linkly 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 Linkly
Linkly is a powerful URL management and tracking tool designed to help businesses and marketers optimize their online campaigns. With Linkly, users can create, manage, and track short links, monitor click-through rates, and gain insights into user engagement. This tool is essential for anyone looking to enhance their digital marketing strategies and improve conversion rates.
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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