Connect Veshort and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Short Link Created
Any Short Link Clicked
Specific Short Link Clicked
Choose an Action
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- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Veshort and Advicent Naviplan
Enable Integrations or automations with these events of Veshort and Advicent Naviplan
Triggers
New Short Link Created
Triggers when a new short link is created in your Veshort account.
Any Short Link Clicked
Triggers when any short link is clicked and captures the visitor's country, browser, device, and referrer.
Specific Short Link Clicked
Runs when the selected short link is clicked and captures the visitor's country, browser, device, and referrer.
Actions
Create Short Link
Creates a short, branded link from a long URL with tracking and optional customization.
Get Short Link Details
Get detailed information and analytics for a short link by using Link ID.
Update Short Link
Update an existing short link to modify its destination URL, alias, expiration, or targeting settings.
Delete Short Link
Delete an existing short link using its link ID.
List Short Links
Lists your short links and lets you search, sort, and view more pages.
List QR Codes
Lists your QR codes with scan counts and creation dates.
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Frequently Asked Questions
To start, connect both your Veshort and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Veshort triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Veshort 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 Veshort 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 Veshort 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 Veshort
Veshort is an all-in-one link management platform to shorten URLs, create QR codes, and track performance. Automate workflows, monitor clicks, and optimize your marketing with real-time analytics.
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
