Connect Beamer and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Beamer and Advicent Naviplan
Enable Integrations or automations with these events of Beamer and Advicent Naviplan
Actions
Create Post
Create a new Post
Create Comment on Post
This action creates a new comment on a post.
React to Post
This action creates a new reaction on a post.
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Frequently Asked Questions
To start, connect both your Beamer and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Beamer triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Beamer 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 Beamer 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 Beamer 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 Beamer
Beamer is an easy to use newsfeed and changelog for your website or app. Use it to announce news and features, and improve user engagement.
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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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