Connect Nuelink and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Nuelink
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Nuelink and Advicent Naviplan
Enable Integrations or automations with these events of Nuelink and Advicent Naviplan
Actions
Find User By Email
Fetch the user details by Email.
Upload Media
Upload a file from a URL to Nuelink and get its media reference.
Create Post
Creates a new post.
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Frequently Asked Questions
To start, connect both your Nuelink and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Nuelink triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Nuelink 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 Nuelink 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 Nuelink 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 Nuelink
Nuelink helps you plan, automate and manage your social media and saves you time to focus on your business while your social media runs itself.
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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