Connect Mitto and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Mitto and Advicent Naviplan
Enable Integrations or automations with these events of Mitto and Advicent Naviplan
Actions
Send SMS in Bulk
Enables you to send same SMS to several receivers.
Send an SMS
Enables you to send an SMS to a single recipient.
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Frequently Asked Questions
To start, connect both your Mitto and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Mitto triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Mitto 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 Mitto 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 Mitto 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 Mitto
The Mitto integration enables apps to send enterprise grade SMS. Use it to send alerts, reminders, invites, marketing messages or any other kind of short message. We provide you a fast and reliable service which also brings you high conversion rates!
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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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