Connect Netlify and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Netlify and Advicent Naviplan
Enable Integrations or automations with these events of Netlify and Advicent Naviplan
Triggers
New Deploy Started
Triggers when a new deploy of your site has started building.
Deploy Succeeded after failing
Triggers when a new version of your site has successfully deployed after failing.
New Deploy Failed
Triggers when a new deploy of your site has failed.
New Form Submission
Triggers when a form receives a new submission.
Deploy Created
Triggers when a new deploy is created.
Actions
Start deploy
Performs a new deploy of an existing site.
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Frequently Asked Questions
To start, connect both your Netlify and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Netlify triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Netlify 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 Netlify 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 Netlify 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 Netlify
Netlify is a platform that automates the deployment and management of modern web projects. It provides continuous deployment, a powerful build environment, and a global CDN to deliver your sites quickly and securely.
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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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