Connect Livestorm and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Livestorm and Advicent Naviplan
Enable Integrations or automations with these events of Livestorm and Advicent Naviplan
Triggers
New Registrant
Triggers when a new participant register for an Event
Registrant Attended
Triggers when a registrant attended an Event Session that just ended
Registrant Didn't Attend
Triggers when a registrant didn't attend an Event Session that just ended
Registrant Watched Reply
Triggers when a registrant has watched an replay of an Event Session
Session Created
Triggers when a session is created
Session Started
Triggers when an Event Session starts
Actions
Create Session
Create an Event Session
Remove Session
Deletes a Session
Remove Registrant
Remove someone from a session
Remove Event
Delete an event
Update an Event
Partially Update an Event
Update an Session
Partially update a session
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Frequently Asked Questions
To start, connect both your Livestorm and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Livestorm triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Livestorm 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 Livestorm 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 Livestorm 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 Livestorm
Livestorm is an end-to-end engagement platform that enables you to connect, engage, and capture actionable insights in one place.
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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.
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