Connect Clockodo and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Clockodo
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Clockodo and Advicent Naviplan
Enable Integrations or automations with these events of Clockodo and Advicent Naviplan
Actions
Create Customer
Add a new customer with billing and status details and an optional note.
Create time entry
Add a work time entry with start and end times, project, customer, and billing details.
List customers
Retrieve all customers in your account.
Create Project
Create a customer project with optional dates, budget, and billing settings to track time and costs.
Create Service
Creates a new service.
Create SubProject
Create a subproject in a project with a name, billing, budget, and optional notes.
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Frequently Asked Questions
To start, connect both your Clockodo and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Clockodo triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Clockodo 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 Clockodo 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 Clockodo 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 Clockodo
Clockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.
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.
Learn More
