Connect Odoo and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Odoo and Advicent Naviplan
Enable Integrations or automations with these events of Odoo and Advicent Naviplan
Triggers
New Lead
Runs when new lead is created
Actions
Create Lead
Create a new lead in Odoo CRM.
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Frequently Asked Questions
To start, connect both your Odoo and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Odoo 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 Odoo 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 Odoo 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 Odoo
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
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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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