Connect Webex and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Webex and Advicent Naviplan
Enable Integrations or automations with these events of Webex and Advicent Naviplan
Actions
Create Contact List
Creates a new contact list in Webex Interact.
List Senders
Show the list of senders available in Webex Interact.
Delete List
Deletes a contact list from Webex Interact.
Create Shortlink
Creates a shortlink that redirects to a web page and can track clicks and add tags.
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Frequently Asked Questions
To start, connect both your Webex and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Webex triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Webex 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 Webex 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 Webex 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 Webex
Multi-channel messaging platform for businesses that supports SMS and WhatsApp campaigns, templates, two-way messaging and real-time reporting. Provides developer-friendly REST APIs, shortlinks, scheduling and campaign automation for transactional and marketing communication.
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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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