Connect Savvycal and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event Is Created
Event Is Canceled
Event Is Rescheduled
Event Requested
Event Is Approved
Event Attendee Added
Event Is Updated
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Savvycal and Advicent Naviplan
Enable Integrations or automations with these events of Savvycal and Advicent Naviplan
Triggers
New Event Is Created
Runs when new event is created
Event Is Canceled
Runs when event is canceled
Event Is Rescheduled
Runs when event is rescheduled
Event Requested
Triggers when the event is requested
Event Is Approved
Runs when event is approved
Event Attendee Added
Runs when event attendee added
Actions
Get Account User
Get existing account user details
List My Events
Show events on your calendar
List Scheduling Links
Show all your scheduling links
List Time Zones
Show all available time zones
Cancel Event
Cancel a scheduled meeting
Create Personal Scheduling Link
Create your scheduling link
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Frequently Asked Questions
To start, connect both your Savvycal and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Savvycal triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Savvycal 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 Savvycal 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 Savvycal 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 Savvycal
Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.
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
