Integrate OnOffice Enterprise and Advicent Naviplan with viaSocket
OnOffice Enterprise already connects with hundreds of apps. Advicent Naviplan's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between OnOffice Enterprise and Advicent Naviplan.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your OnOffice Enterprise integrations.
Create Agent Log Entry
Create agent activity log
Create Calendar Appointment
Create calendar appointment
Get Appointments
Get appointments between dates
Get Estate Listings
Retrieve estate listings
Create Estate
Create a new property listing
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About OnOffice Enterprise
Due to the level of innovation, quality and reliability, onOffice estate software is a web-based tool that enables a plethora of activities such as cloud networking, optimization of work processes, creation of goal-oriented websites as well as efficient marketing.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OnOffice Enterprise and Advicent Naviplan accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between OnOffice Enterprise and Advicent Naviplan as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Advicent Naviplan. No coding required.
Yes. You can set up a workflow where OnOffice Enterprise triggers actions in Advicent Naviplan, and a separate workflow where Advicent Naviplan triggers actions in OnOffice Enterprise. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between OnOffice Enterprise and Advicent Naviplan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OnOffice Enterprise and Advicent Naviplan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
