Connect Wildapricot and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Membership
New Invoice
New Payment
New Event
New Refund
Refund Deleted
Refund Updated
New Event Registration
Event Registration Updated
Event Registration Deleted
Contact Deleted
Contact Updated
Invoice Updated
Event Updated
Membership Suspended
Membership Enabled
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Wildapricot and Advicent Naviplan
Enable Integrations or automations with these events of Wildapricot and Advicent Naviplan
Triggers
New Contact
Triggers when a new contact is created in your Wild Apricot account.
New Membership
Triggers when a new membership is created in your Wild Apricot account.
New Invoice
Triggers when a new invoice is created in your Wild Apricot account.
New Payment
Triggers when a new payment is created in your Wild Apricot account.
New Event
Triggers when a new event is created in your Wild Apricot account.
New Refund
Triggers when a new refund is created in your Wild Apricot account.
Actions
Delete Contact
Deletes a contact from your WildApricot database.
Add a Contact
Adds a new contact or member details in your WildApricot database.
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Frequently Asked Questions
To start, connect both your Wildapricot and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Wildapricot triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Wildapricot 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 Wildapricot 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 Wildapricot 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 Wildapricot
Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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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