Connect GanttPRO and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of GanttPRO and Advicent Naviplan
Enable Integrations or automations with these events of GanttPRO and Advicent Naviplan
Triggers
New Task
Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.
New Comment
Returns comments added to the selected task within the past specified number of minutes.
Actions
Create Task
Create a new task in a GanttPRO project with specified name, dates, status, priority, progress, estimation, deadline, and color.
Create Project
Create a new project in GanttPRO with a name, optional description, start date, and configuration (duration view and working days).
Delete Task
Permanently deletes the selected task from the specified GanttPRO project.
Update task
Update an existing GanttPRO task — modify its name, description, status, priority, progress, deadline, estimation, or color.
Add Comment To Task
Adds a comment to a specific task in a GanttPRO project by the selected user.
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Frequently Asked Questions
To start, connect both your GanttPRO and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in GanttPRO triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how GanttPRO 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 GanttPRO 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 GanttPRO 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 GanttPRO
Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.
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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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