Connect VATSense and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for VATSense
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of VATSense and Advicent Naviplan
Enable Integrations or automations with these events of VATSense and Advicent Naviplan
Actions
Validate VAT number
Check if a VAT number is valid and return its registration details
Convert Currency
Convert an amount to another currency
Get countries
Get the available countries for VAT settings
Get currency conversion rates
Get the latest currency conversion rates.
Create invoice
Create a new invoice with line items, VAT rates, currency, and notes.
Add items to invoice
Add one or more items to an existing invoice.
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Frequently Asked Questions
To start, connect both your VATSense and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in VATSense triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how VATSense 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 VATSense 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 VATSense 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 VATSense
VATSense is a comprehensive platform designed to streamline and enhance your VAT management processes. With advanced tools for tracking, calculating, and reporting VAT, it ensures compliance and efficiency for businesses of all sizes.
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
