Connect Reamaze and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Reamaze and Advicent Naviplan
Enable Integrations or automations with these events of Reamaze and Advicent Naviplan
Triggers
New conversation
Trigger when new conversation is created
New message
Trigger when new message is created
New contact
Trigger when new contact is created
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Frequently Asked Questions
To start, connect both your Reamaze and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Reamaze triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Reamaze 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 Reamaze 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 Reamaze 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 Reamaze
Reamaze is a web-based customer communication platform that integrates email, social media, and live chat functionalities to provide a comprehensive support solution for businesses.
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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.
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