Connect GoToMeeting and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for GoToMeeting
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of GoToMeeting and Advicent Naviplan
Enable Integrations or automations with these events of GoToMeeting and Advicent Naviplan
Actions
Get upcoming meetings
Get details of all upcoming meetings
Delete a Meeting
Deletes a specific meeting by meeting id.
Start meeting
Returns a host URL that can be used to start a meeting. When this URL is opened in a web browser, the GoTo Meeting client will be downloaded and launched and the meeting will start. The end user is not required to login to a client.
Create Meeting
Creates a scheduled meeting in your account.
Know More About Gotomeeting and Advicent Naviplan Integrations
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Frequently Asked Questions
To start, connect both your GoToMeeting and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in GoToMeeting triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how GoToMeeting 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 GoToMeeting 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 GoToMeeting 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 GoToMeeting
GoToMeeting is a professional online meeting software that makes it easy to connect with people from anywhere in the world. It offers high-quality video conferencing, screen sharing, and collaboration tools to enhance productivity and communication.
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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