Connect Woodpecker and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Email Opened
Prospect Interested
Prospect Maybe Later
Prospect Not Interested
Manual Task Created
Manual Task Done
Campaign Completed
Prospect Replied
Prospect Saved
Prospect Blacklisted done
Prospect Bounced
Prospect Invalid
Prospect Opt Out
Email Send
Prospect Autoreplied
Manual Task Ignored
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Woodpecker and Advicent Naviplan
Enable Integrations or automations with these events of Woodpecker and Advicent Naviplan
Triggers
Email Opened
Triggers when a prospect opens the email.
Prospect Interested
Triggers when a prospect is marked as INTERESTED.
Prospect Maybe Later
Triggers when a prospect's interest level is marked as MAYBE LATER.
Prospect Not Interested
Triggers when a prospect is marked as NOT INTERESTED.
Manual Task Created
Triggers when a manual task of any type is created.
Manual Task Done
Triggers when a manual task is marked as done.
Actions
Blacklist Domain
Blocks a domain to automatically stop all ongoing and future messages to prospects within that domain.
Create/Update Prospect
Adds a new prospect or Updates existing prospect in the list of Prospects.
Create or Update Prospect in Campaign
Adds a new prospect or updates existing prospect in a specific campaign by email
Get Prospect Responses
Fetch all prospect's responses by email
Find Prospect by Email
Finds prospect by email address
Stop Follow-Ups
Stop follow-ups planned for this prospect.
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Frequently Asked Questions
To start, connect both your Woodpecker and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Woodpecker triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Woodpecker 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 Woodpecker 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 Woodpecker 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 Woodpecker
Woodpeaker is a tool designed to streamline and automate your email outreach campaigns, making it easier to connect with potential clients and partners. It offers features such as personalized email sequences, follow-ups, and analytics to enhance your communication strategy.
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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