Connect SMTP2GO and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of SMTP2GO and Advicent Naviplan
Enable Integrations or automations with these events of SMTP2GO and Advicent Naviplan
Actions
Add an SMTP User
Add a new SMTP user to your account.
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Frequently Asked Questions
To start, connect both your SMTP2GO and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in SMTP2GO triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how SMTP2GO 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 SMTP2GO 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 SMTP2GO 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 SMTP2GO
SMTP2GO is a reliable and efficient email delivery service that ensures your emails reach their intended recipients without any hassle. It provides a robust SMTP server solution for businesses and individuals, offering features like email tracking, analytics, and detailed reporting to enhance your email communication strategy.
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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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