Connect tawk.to and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Starts Chat
Chat Ends
New Chat Transcript Arrives
Ticket Created
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of tawk.to and Advicent Naviplan
Enable Integrations or automations with these events of tawk.to and Advicent Naviplan
Triggers
Visitor Starts Chat
Runs when a visitor begins a chat on the selected Tawk.to property.
Chat Ends
Runs when an active Tawk.to chat ends for the selected property.
New Chat Transcript Arrives
Runs when a new chat transcript is saved for the selected Tawk.to property.
Ticket Created
Create a support ticket for a chat on the selected Tawk.to property.
Actions
Create Tawk.to Site
Creates a new Tawk.to site and optionally emails simple setup instructions to add the chat box to your website.
List Properties
Get a list of Tawk.to properties, optionally filtered by name, type, or whether they are enabled.
Create Chat Widget
Creates a new chat widget for a selected Tawk.to property so visitors can message you.
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Frequently Asked Questions
To start, connect both your tawk.to and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in tawk.to triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how tawk.to 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 tawk.to 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 tawk.to 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 tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
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 More
