Connect Chatwork and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Chatwork and Advicent Naviplan
Enable Integrations or automations with these events of Chatwork and Advicent Naviplan
Triggers
New Message in a Room
Triggers when new message is created in Room.
Message Updated
Triggers when message is updated in a Room.
Actions
Send Message
Sends a new message to a specific group chat in ChatWork.
Get Chat Members
Get members of a chat room.
Add a task to a chat
Add a new task to the chat.
Update Chat Room
update a chat room.
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Frequently Asked Questions
To start, connect both your Chatwork and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatwork triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Chatwork 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 Chatwork 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 Chatwork 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 Chatwork
Chatwork is a collaborative platform designed to streamline communication and project management within teams. It offers features such as group chat, task management, file sharing, and video calls to enhance productivity and foster seamless collaboration.
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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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