Connect Vyte and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Vyte and Advicent Naviplan
Enable Integrations or automations with these events of Vyte and Advicent Naviplan
Triggers
New Event Is Created
Runs when new event is created
Event Is Updated
Runs when Event Is Updated
Event Is Confirmed
Runs when Event Is Confirmed
Event Cancelled
Runs when event is cancelled
Actions
Find Event
Find an event by title or invitee email.
Confirm Event
Confirm an event to finalize the booking
Cancel Event
Cancel a scheduled event.
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Frequently Asked Questions
To start, connect both your Vyte and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Vyte triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Vyte 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 Vyte 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 Vyte 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 Vyte
Vyte is a tool that makes scheduling appointments, meetings, and customers bookings easy and user-friendly.
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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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