Connect minimo and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for minimo
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of minimo and Advicent Naviplan
Enable Integrations or automations with these events of minimo and Advicent Naviplan
Actions
Create Contact
Add a new contact to Minimo using an email, with optional phone and first/last name.
Send Email
Send a transactional email to a recipient using a selected template and optional custom fields.
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Frequently Asked Questions
To start, connect both your minimo and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in minimo triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how minimo 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 minimo 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 minimo 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 minimo
Minimo is a versatile platform designed to streamline your digital experiences, offering tools for efficient project management and team collaboration. Enhance productivity with intuitive features tailored for modern workflows.
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.
Learn More
