Connect Shiptheory and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Shiptheory and Advicent Naviplan
Enable Integrations or automations with these events of Shiptheory and Advicent Naviplan
Triggers
New Shipment
Triggers when a new shipment is created.
Actions
Create Product
Add's a new product in shiptheory.
Create Shipment
Create's a new shipment.
Create a Tag
Create a single tag in your Shiptheory account.
Update a Tag
Update a single tag by ID.
Update a Product
Update an existing product in shiptheory.
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Frequently Asked Questions
To start, connect both your Shiptheory and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Shiptheory triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Shiptheory 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 Shiptheory 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 Shiptheory 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 Shiptheory
Automate your shipping processes for greater efficiency and reliability by integrating with Shiptheory. Access various carrier APIs to streamline your shipping operations and ensure smooth delivery management.
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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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