Connect Google Docs and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Google Docs and Advicent Naviplan
Enable Integrations or automations with these events of Google Docs and Advicent Naviplan
Triggers
New Document
Lists Google Docs created within the specified recent time window (default 15 minutes).
Actions
Create Document From Text
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add or replace text in Google Doc
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create Document From Template
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Get Document Content
Retrieve a document’s title and plain-text content by its document ID.
List all Tabs
List all tabs in a Google Doc.
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Step by step guides to integrate Google Docs and Advicent Naviplan
Frequently Asked Questions
To start, connect both your Google Docs and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Google Docs 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 Google Docs 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 Google Docs 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 Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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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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