Connect OnceHub and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of OnceHub and Advicent Naviplan
Enable Integrations or automations with these events of OnceHub and Advicent Naviplan
Triggers
Booking Scheduled
Triggers when a new booking is scheduled.
Booking Rescheduled
Triggers when a booking is rescheduled.
Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Booking Canceled
Triggers when an existing booking is cancelled.
Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
Actions
Find Contact
Find Contact in your oncehub account.
List Bookings
Get a list all bookings in the account.
List Booking Calendars
Get a list of all booking calendars in your account.
List Booking Pages
Get a list of all booking pages in your account.
List Event Types
Get a list of all event types in your account.
List Master Pages
Get a list of all master pages in your account.
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Frequently Asked Questions
To start, connect both your OnceHub and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in OnceHub triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how OnceHub 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 OnceHub 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 OnceHub 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 OnceHub
Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
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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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