Connect Lnk.Bio and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Lnk.Bio
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Lnk.Bio and Advicent Naviplan
Enable Integrations or automations with these events of Lnk.Bio and Advicent Naviplan
Actions
Create Link
Adds a new link to your Lnk.Bio profile. The Lnk is immediately posted and will appear on top of any existing Lnk
Delete Link
Delete an existing Lnk from your public Lnk.bio profile. The Lnk is immediately deleted and cannot be recovered
Get all Links
Retrieve list of the current Lnks in your account.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Lnk.Bio and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Lnk.Bio triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Lnk.Bio 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 Lnk.Bio 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 Lnk.Bio 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 Lnk.Bio
Lnk.Bio is a versatile tool designed to help users manage and optimize their social media presence by creating a single, customizable landing page that houses multiple links. This service is particularly useful for influencers, marketers, and businesses looking to streamline their online profiles and direct their audience to various content and platforms 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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