Connect Rebrandly and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Rebrandly and Advicent Naviplan
Enable Integrations or automations with these events of Rebrandly and Advicent Naviplan
Triggers
New Branded Link
Trigger when create a new branded link.
New Click
Triggers when the Branded Link receives a new click.
Actions
Create Branded Link
create a short branded link from any url.
Update Branded Link
update the destination url of branded link
Create New Tag
Creates a new tag in Rebrandly.
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Frequently Asked Questions
To start, connect both your Rebrandly and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Rebrandly triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Rebrandly 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 Rebrandly 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 Rebrandly 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 Rebrandly
Rebrandly is the easiest way to create and share branded links (short URLs using your own domain name).
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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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