Integrations Sympla Advicent Naviplan
Sympla + Advicent Naviplan

Connect Sympla and Advicent Naviplan to Build Intelligent Automations

Choose a Trigger

Sympla

When this happens...

Choose an Action

Advicent Naviplan

Automatically do this!

Enable Integrations or automations with these events of Sympla and Advicent Naviplan

Enable Integrations or automations with these events of Sympla and Advicent Naviplan

Triggers

New Orders

New Orders

Fetch ticket orders for the selected Sympla event that were created since the last check.

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Frequently Asked Questions

How do I start an integration between Sympla and Advicent Naviplan?

To start, connect both your Sympla and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Sympla triggers actions in Advicent Naviplan (or vice versa).

Can we customize how data from Sympla is recorded in Advicent Naviplan?

Absolutely. You can customize how Sympla 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.

How often does the data sync between Sympla and Advicent Naviplan?

The data sync between Sympla and Advicent Naviplan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sympla to Advicent Naviplan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sympla and Advicent Naviplan?

Yes, you can set conditional logic to control the flow of data between Sympla 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.

Sympla

About Sympla

Sympla is a comprehensive platform for event management and ticketing, offering tools to organize, promote, and manage events of all sizes. It provides features for ticket sales, attendee management, and event promotion, making it ideal for event organizers and marketers.

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Advicent Naviplan

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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