Connect Typebot and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Typebot and Advicent Naviplan
Enable Integrations or automations with these events of Typebot and Advicent Naviplan
Actions
Create WorkSpace
create workspace in your account.
Delete Workspace
Delete workspace in your existing account.
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Frequently Asked Questions
To start, connect both your Typebot and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Typebot triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Typebot 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 Typebot 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 Typebot 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 Typebot
Typebot is a powerful platform designed to create and manage interactive chatbots for various applications. It allows users to build custom chatbots without any coding knowledge, making it accessible for businesses of all sizes to enhance customer engagement and automate communication.
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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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