Connect Urable and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Urable and Advicent Naviplan
Enable Integrations or automations with these events of Urable and Advicent Naviplan
Triggers
New Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is updated.
Actions
Search Customer
Retrieves the detail of customer based on email address.
List All Items
Retrieves the detail of all items.
Create Customer
Creates a new customer
Update Customer
Updates an existing customer
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Frequently Asked Questions
To start, connect both your Urable and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Urable triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Urable 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 Urable 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 Urable 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 Urable
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
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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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