Connect Guru and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Card Created
New Folder Created
New Folder Updated
Folder Deleted
Folder To Pdf Created
Folder Viewed
Card Added To Board
Card Comment Created
Card Comment Deleted
Card Comment Resolved
Card Comment Updated
Card Copied
Card Deleted
Card Favorited
Card Link Copied
Card Restored
Card Unfavorited
Card To Pdf
Card Updated
Card Verified
Card Viewed
Collection Created
Collection Deleted
Collection Exported
Card Draft Created
User Group Created
User Group Deleted
User Group Member Added
Team Member Added
Team Member Removed
Tag Created
Tag Deleted
Tag Updated
Tag Merged
Tag Category Created
Tag Category Deleted
Tag Category Updated
Question Created
Question Answered
Question Deleted
Draft Created
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Guru and Advicent Naviplan
Enable Integrations or automations with these events of Guru and Advicent Naviplan
Triggers
Card Created
Trigger when a user creates a card.
New Folder Created
Trigger when a new Folder/Board Created.
New Folder Updated
Runs when Folder/board is updated
Folder Deleted
Trigger when a new Folder/Board Deleted.
Folder To Pdf Created
Trigger when a Folder/Board To Pdf Created.
Folder Viewed
Trigger when an existing Folder/Board Viewed.
Actions
Create Card
Creates a new Card.
Update Card
Updates the created card.
Delete Card
Deletes an existing card.
Ask a Question
Submits a question to Guru and returns the answer.
Find answers
Find relevant knowledge and documents for a query.
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Frequently Asked Questions
To start, connect both your Guru and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Guru triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Guru 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 Guru 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 Guru 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 Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
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.
Learn More
