Connect Confluence Cloud and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Confluence Cloud and Advicent Naviplan
Enable Integrations or automations with these events of Confluence Cloud and Advicent Naviplan
Triggers
New Page or BlogPost
Triggers when a new page or blog post is created.
Actions
List all Scopes
List all scopes
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Frequently Asked Questions
To start, connect both your Confluence Cloud and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Confluence Cloud triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Confluence Cloud 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 Confluence Cloud 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 Confluence Cloud 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 Confluence Cloud
Confluence is a collaboration tool developed by Atlassian that allows teams to manage projects, share documents, and enhance communication within teams. Confluence integrates seamlessly with Jira and supports a range of powerful plugins to extend its functionality.
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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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