Connect pike13 and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Created
Person Updated
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of pike13 and Advicent Naviplan
Enable Integrations or automations with these events of pike13 and Advicent Naviplan
Triggers
Person Created
Triggers when a new person is added to your business.
Person Updated
Triggers when a person is updated in your business.
Actions
List Account
List all user's account details
List Businesses
List all Businesses
List Account People
List account people.
List Custom Fields
Lists the available custom fields.
List Event
Lists all the event.
List Event Occurrence
Lists all event occurrence.
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Frequently Asked Questions
To start, connect both your pike13 and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in pike13 triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how pike13 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 pike13 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 pike13 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 pike13
The mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.
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
