Connect TNZ and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of TNZ and Advicent Naviplan
Enable Integrations or automations with these events of TNZ and Advicent Naviplan
Actions
Send SMS
Send an SMS to one or more phone numbers.
Create Contact
Add a new contact to your TNZ address book
Create Address Book Group
Create a new address book group to organize contacts.
Search Contacts
Fetch TNZ address book contacts by filters.
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Frequently Asked Questions
To start, connect both your TNZ and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in TNZ triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how TNZ 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 TNZ 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 TNZ 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 TNZ
TNZ is a comprehensive communication platform offering solutions for SMS, voice, and fax services, designed to enhance business communication and connectivity.
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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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