Connect Google Slides and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Google Slides
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Google Slides and Advicent Naviplan
Enable Integrations or automations with these events of Google Slides and Advicent Naviplan
Actions
Create Presentation from template
Copy a Google Slides template to create a new presentation, replace any {{tag}} placeholders with provided values, and optionally save it to a specified Drive folder.
Find Presentation in Google Slides
Locate a Google Slides presentation by exact name and return its file details (ID, view link, export links, owner and permission info, thumbnail, size, and timestamps).
Get a thumbnail
Retrieve a slide's thumbnail image (content URL, width and height) in the selected size.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Google Slides and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Slides triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Google Slides 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 Slides 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 Slides 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 Slides
Google Slides is a powerful online presentation tool that allows users to create, edit, and collaborate on presentations in real-time. It offers a variety of templates, themes, and customization options to enhance your presentations, making it ideal for both personal and professional use.
Learn MoreAbout 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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