Connect PHP Point Of Sale and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Sale
New Supplier
New Receiving
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of PHP Point Of Sale and Advicent Naviplan
Enable Integrations or automations with these events of PHP Point Of Sale and Advicent Naviplan
Triggers
New Customer
Triggered when a new customer is added in PHP Point Of Sale.
New Sale
Triggered when a new sale transaction is created in PHP Point Of Sale.
New Supplier
Triggered when a new supplier is added in PHP Point Of Sale.
New Receiving
Triggers when a new receiving is created.
Actions
Create Customer
Creates a new customer in PHP Point Of Sale.
Create Appointment
Creates an appointment
Find or Create Customer
Finds a Customer, create a customer if none are found.
Find or Create Employee
Finds or Create Employees
Find or Create Expense
Find or Create Expense.
Find a Customer by Filter
Find a Customer by Filter
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Frequently Asked Questions
To start, connect both your PHP Point Of Sale and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in PHP Point Of Sale triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how PHP Point Of Sale 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 PHP Point Of Sale 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 PHP Point Of Sale 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 PHP Point Of Sale
PHP Point Of Sale is a comprehensive web-based point of sale system designed to help small to medium-sized businesses manage their sales, inventory, and customer relationships efficiently. It offers features such as sales tracking, inventory management, customer management, and reporting tools to streamline business operations.
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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