Connect VideoAsk and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for VideoAsk
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of VideoAsk and Advicent Naviplan
Enable Integrations or automations with these events of VideoAsk and Advicent Naviplan
Actions
Create Form
Creates a Form.
Create Folder
Creates a Folder.
Create Tag
Creates a Tag.
Update Tag
Update an existing tag.
Delete a Tag
Delete an existing tag.
Create Contact
Creates a Contact.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your VideoAsk and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in VideoAsk triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how VideoAsk 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 VideoAsk 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 VideoAsk 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 VideoAsk
VideoAsk is a dynamic platform that empowers users to create interactive video experiences for more engaging audience communication. It enables businesses and individuals to collect responses, feedback, and insights through personalized video interactions, making conversations more human, effective, and impactful.
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.
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