Integrations Google Meet Advicent Naviplan
Google Meet + Advicent Naviplan

Connect Google Meet and Advicent Naviplan to Build Intelligent Automations

Choose a Trigger

Google Meet

When this happens...

Choose an Action

Advicent Naviplan

Automatically do this!

Enable Integrations or automations with these events of Google Meet and Advicent Naviplan

Enable Integrations or automations with these events of Google Meet and Advicent Naviplan

Triggers

New Meeting

New Meeting

Trigger when a new meeting is created.

Request a new Trigger for Google Meet

Actions

List All Attendees

List All Attendees

Get All Attendees for Google Meet.

Schedule a Meeting

Schedule a Meeting

schedules a video conference meeting.

Add Attendees to Meeting

Add Attendees to Meeting

updating the existing calendar event’s attendees list by adding new emails.

List Upcoming Meetings

List Upcoming Meetings

List Upcoming Google Meet Meetings .

Update Meeting

Update Meeting

update an existing meeting.

Cancel Meeting

Cancel Meeting

delete a meeting.

Request a new Action for Google Meet

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Frequently Asked Questions

How do I start an integration between Google Meet and Advicent Naviplan?

To start, connect both your Google Meet and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Meet triggers actions in Advicent Naviplan (or vice versa).

Can we customize how data from Google Meet is recorded in Advicent Naviplan?

Absolutely. You can customize how Google Meet 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.

How often does the data sync between Google Meet and Advicent Naviplan?

The data sync between Google Meet and Advicent Naviplan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Google Meet to Advicent Naviplan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Google Meet and Advicent Naviplan?

Yes, you can set conditional logic to control the flow of data between Google Meet 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.

Google Meet

About Google Meet

Google Meet is a video conferencing app. Using your browser, share your video, desktop, and presentations with teammates and customers.

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Advicent Naviplan

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.

Learn More