Connect Wodify and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Wodify
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Wodify and Advicent Naviplan
Enable Integrations or automations with these events of Wodify and Advicent Naviplan
Actions
List Clients
Get a list of clients and their basic profile details.
List Memberships
Retrieve memberships in pages; supports sorting and setting page number and page size.
Place Membership On Hold
Put a membership on hold for specific start and end dates.
Delete Membership
Remove a membership by ID
Create Client Membership
Add a membership to a client
Update Membership
Change a client's membership plan, dates, or active status.
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Frequently Asked Questions
To start, connect both your Wodify and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Wodify triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Wodify 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 Wodify 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 Wodify 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 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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