Connect Baserow and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Row Updated
Row Created or Updated
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Baserow and Advicent Naviplan
Enable Integrations or automations with these events of Baserow and Advicent Naviplan
Triggers
Row Updated
Triggers when an existing row is updated.
Row Created or Updated
Triggers when a new row is created or an existing row is updated.
Actions
Delete a Row
Deletes an existing row.
List tables
List all tables in your account.
Create a Row
Creates a new row in Baserow
List Row
Lists all Row in Baserow.
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Frequently Asked Questions
To start, connect both your Baserow and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Baserow triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Baserow 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 Baserow 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 Baserow 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 Baserow
Baserow is an open-source, no-code database platform that allows users to create, share, and manage databases online without programming.It offers an intuitive spreadsheet-like interface for relational data, with features like API access, permissions, and custom views.Baserow can be self-hosted or used as a hosted service, making it ideal for quickly building internal tools, prototypes, or collaborative databases.
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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