Integrations Webpushr Advicent Naviplan
Webpushr + Advicent Naviplan

Connect Webpushr and Advicent Naviplan to Build Intelligent Automations

Choose a Trigger

Webpushr

When this happens...

Choose an Action

Advicent Naviplan

Automatically do this!

Enable Integrations or automations with these events of Webpushr and Advicent Naviplan

Enable Integrations or automations with these events of Webpushr and Advicent Naviplan

Actions

Broadcast Push Notification

Broadcast Push Notification

Send a push notification to all subscribers with a title, message, and target URL. Optionally schedule delivery, include an icon or image, set expiry, and control auto-hide behavior.

Send Push to Segments

Send Push to Segments

Send a web-push notification to specified segments.

Send Targeted Push

Send Targeted Push

Send a web push notification to subscribers who match one or more custom attribute key-value pairs. Provide title, message, and target URL; optionally include campaign name, icon, send schedule, delivery expiry, and auto-hide behavior.

Check Push Status

Check Push Status

Retrieve the status of a campaign by its ID.

Get Subscriber Count

Get Subscriber Count

Retrieve the site's total lifetime and active subscriber counts.

Request a new Action for Webpushr

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Webpushr and Advicent Naviplan?

To start, connect both your Webpushr and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Webpushr triggers actions in Advicent Naviplan (or vice versa).

Can we customize how data from Webpushr is recorded in Advicent Naviplan?

Absolutely. You can customize how Webpushr 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.

How often does the data sync between Webpushr and Advicent Naviplan?

The data sync between Webpushr and Advicent Naviplan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Webpushr to Advicent Naviplan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Webpushr and Advicent Naviplan?

Yes, you can set conditional logic to control the flow of data between Webpushr 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.

Webpushr

About Webpushr

Webpushr is a leading platform for web push notifications, enabling businesses to engage with their audience through real-time updates and alerts directly on their devices. It offers a robust solution for increasing user engagement and retention by delivering personalized and timely notifications.

Learn More
Advicent Naviplan

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.

Learn More