Connect Form.taxi and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Form.taxi and Advicent Naviplan
Enable Integrations or automations with these events of Form.taxi and Advicent Naviplan
Triggers
New Submission Arrives
Runs when a new form submission is received.
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Frequently Asked Questions
To start, connect both your Form.taxi and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Form.taxi triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Form.taxi 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 Form.taxi 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 Form.taxi 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 Form.taxi
Form.taxi is a platform designed to streamline the process of creating and managing forms specifically for the transportation industry. It allows users to easily build custom forms for bookings, feedback, and other transportation-related needs.
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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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