Connect Zoho cliq and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Zoho cliq and Advicent Naviplan
Enable Integrations or automations with these events of Zoho cliq and Advicent Naviplan
Triggers
New Message
Triggers when a new message is sent/received.
Actions
Broadcast a Bot Message
Send a message to all subscribers of a bot
Send Channel Message
Send a message to a specific channel.
Know More About Zoho Cliq and Advicent Naviplan Integrations
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Frequently Asked Questions
To start, connect both your Zoho cliq and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho cliq triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Zoho cliq 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 Zoho cliq 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 Zoho cliq 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 Zoho cliq
Zoho Recruit is a comprehensive recruiting platform that helps streamline the hiring process, from tracking applicants to managing interviews.
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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