Connect Paddle and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Address
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Paddle and Advicent Naviplan
Enable Integrations or automations with these events of Paddle and Advicent Naviplan
Triggers
New Customer
Detects and returns customers newly created in Paddle since the last check (defaults to the past 15 minutes), ordered newest first.
New Address
Trigger when a new address is added for the selected Paddle customer. Returns addresses created since the last check.
Actions
Create Customer
Creates a new customer in Paddle.
Update Customer
Update an existing customer using their ID.
Generate Customer Authentication Token
Generate an authentication token for a customer.
Create an Address
Create an address for a customer.
Update an Address
Update an address of the customer.
Create a Business
Create a business for a customer.
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Frequently Asked Questions
To start, connect both your Paddle and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Paddle triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Paddle 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 Paddle 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 Paddle 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 Paddle
Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.
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.
Learn More
