Connect Shopkit and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Client Updated
Client Deleted
New Product
Product Updated
Product Deleted
Product Update Stock
Client Tag Added
Client Wholesale Accepted
Client Wholesale Revoked
Client Wholesale Requested
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Shopkit and Advicent Naviplan
Enable Integrations or automations with these events of Shopkit and Advicent Naviplan
Triggers
New Client
Triggered when a new client is created in your Shopkit store.
Client Updated
Triggered when a client is updated in your Shopkit store.
Client Deleted
Triggered when a client is deleted in your Shopkit store.
New Product
Triggeres when a new product is created in your Shopkit store.
Product Updated
Triggered when a product is updated in your Shopkit store.
Product Deleted
Triggered when a product is deleted in your Shopkit store.
Actions
Get Store Detail
Get the details of your store.
Create Brand
Creates a new brand for product categorization in Shopkit.
Create Category
Creates a new product category in Shopkit.
Create Client
Creates a new client in Shopkit.
Create Coupon
Creates a new discount coupon in Shopkit.
Create Media
Uploads a new media file to Shopkit.
Know More About Shopkit and Advicent Naviplan Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Shopkit and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Shopkit triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Shopkit 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 Shopkit 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 Shopkit 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 Shopkit
Shopkit is a comprehensive eCommerce platform designed to streamline online retail operations. It offers a suite of tools for managing products, processing payments, and enhancing customer experiences, making it ideal for businesses looking to establish or expand their online presence.
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 MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.