Connect Postmark and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email Bounce
New Inbound Email
New Outbound Email
New Message Stream
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Postmark and Advicent Naviplan
Enable Integrations or automations with these events of Postmark and Advicent Naviplan
Triggers
New Email Bounce
Triggers when an email sent through Postmark bounces.
New Inbound Email
Triggers when an email is received through Postmark.
New Outbound Email
Triggers when a new email sent through Postmark.
New Message Stream
Triggers when a new message stream is created in Postmark.
Actions
Activate a Bounce
Reactivates an email address that was previously bounced.
Send an Email Using a Template
Sends an email using a predefined template.
Get Outbound Message Details
Get details of a sent email using its message Id.
Get Bounce Dump
Get a raw data for a specific bounce.
Get Inbound Message Details
Get details of an inbound message using its Id.
Send a Single Email
Send an email from a confirmed sender to one or more recipients with optional CC/BCC, HTML or plain-text body, reply-to, and tag.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Postmark and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Postmark triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Postmark 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 Postmark 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 Postmark 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 Postmark
Postmark is a reliable and fast email delivery service designed for developers. It ensures your transactional emails are delivered quickly and accurately, providing detailed analytics and insights.
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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