Connect Returnless and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Request Created
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Returnless and Advicent Naviplan
Enable Integrations or automations with these events of Returnless and Advicent Naviplan
Triggers
Request Created
Triggers when a new request has been created with your Returnless form.
Actions
Approve a Request
Approve a request for a return
List All Return Orders
List all the return orders.
Reject Request
Rejects a Request in Returnless
Approve a Request Without Shipment
Approves a Request without Shipment
Create a Tag
Creates a new tags object.
Update A Tag
Update a tag.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Returnless and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Returnless triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Returnless 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 Returnless 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 Returnless 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 Returnless
Returnless is a platform designed to streamline and simplify the process of managing product returns for eCommerce businesses. It offers tools to automate return workflows, enhance customer experience, and reduce the operational costs associated with returns.
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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