Connect SurveyMars and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Created
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of SurveyMars and Advicent Naviplan
Enable Integrations or automations with these events of SurveyMars and Advicent Naviplan
Triggers
New Survey Created
Retrieve surveys created within the recent time window (default 15 minutes).
Actions
Create Survey From Template
Create a new survey from an existing template by providing the template's ID and a title. Returns the new survey ID and related access/share URLs.
AI Create Survey
Use AI to create a ready-to-use survey from the provided title, purpose, language, number of questions, and survey type.
AI Survey Callback Status
Retrieve creation status and the resulting survey ID and URLs for an AI-created survey using its Task ID.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your SurveyMars and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMars triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how SurveyMars 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 SurveyMars 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 SurveyMars 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 SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
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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