Connect TxtSync and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of TxtSync and Advicent Naviplan
Enable Integrations or automations with these events of TxtSync and Advicent Naviplan
Triggers
New Contact Created
runs when a New Contact is Created.
Actions
Send SMS
Send a single SMS text message to a phone number or contact
Create a Contact
Adds a new contact to your TxtSync contact list.
Update a Contact
Update an existing contact's details.
List Contacts
List all contacts and their details.
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Know More About Txtsync and Advicent Naviplan Integrations
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Frequently Asked Questions
To start, connect both your TxtSync and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in TxtSync triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how TxtSync 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 TxtSync 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 TxtSync 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 TxtSync
TxtSync is a powerful SMS communication platform designed to enhance business communication through efficient and reliable text messaging services. It offers seamless integration with various applications, enabling businesses to automate and streamline their SMS marketing and customer engagement strategies.
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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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