Connect SzybkiSMS and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of SzybkiSMS and Advicent Naviplan
Enable Integrations or automations with these events of SzybkiSMS and Advicent Naviplan
Actions
Send SMS
Send an SMS to one or more phone numbers.
Send MMS
Send an MMS now or schedule it for later to one or more recipients.
Add Sender
Adds a sender name for outgoing SMS messages.
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Frequently Asked Questions
To start, connect both your SzybkiSMS and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in SzybkiSMS triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how SzybkiSMS 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 SzybkiSMS 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 SzybkiSMS 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 SzybkiSMS
SzybkiSMS is a fast and efficient SMS messaging service that allows users to send bulk messages, manage contacts, and track delivery statuses, making communication seamless and effective.
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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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