Connect Shopify and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Order Deleted
Order Cancelled
Order Paid
Customer Updated
Product Updated
New Collection
Collection Updated
New Segment
Segment Updated
New Company
Company Updated
New Location
Location Updated
Location Deactivated
Watch Product
Abandoned Checkout
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Shopify and Advicent Naviplan
Enable Integrations or automations with these events of Shopify and Advicent Naviplan
Triggers
New Customer
Triggers when a new customer is created to Shopify account
New Order
Triggers when a new order is created.
New Product
Triggers when a new product is created to Shopify account.
Order Deleted
Triggers when a order is deleted in Shopify account.
Order Cancelled
Triggers when a order is cancelled in Shopify account.
Order Paid
Triggers when a order is paid in Shopify account.
Actions
Create Customer
Create a new Shopify customer with contact info, optional addresses, tax settings, tags, and marketing consents.
Find a Customer
Find a customer by Name and Email.
Create Order
Create a new order
Find Product Variant by Title
Find product variant by title search
Get all Orders
Get a list of all the order.
Create Product
Create a new Shopify product with title, description, vendor, type, tags, options, SEO metadata, and publish status.
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Step by step guides to integrate Shopify and Advicent Naviplan
Frequently Asked Questions
To start, connect both your Shopify and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Shopify triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Shopify 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 Shopify 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 Shopify 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 Shopify
Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
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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