Connect Kadoa and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Kadoa and Advicent Naviplan
Enable Integrations or automations with these events of Kadoa and Advicent Naviplan
Triggers
Workflow Data
Triggered when a workflow data is updated.
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Frequently Asked Questions
To start, connect both your Kadoa and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Kadoa triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Kadoa 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 Kadoa 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 Kadoa 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 Kadoa
Kadoa is a versatile platform designed to streamline and enhance your project management and team collaboration efforts. With a focus on improving productivity and efficiency, Kadoa offers a suite of tools that facilitate seamless communication, task management, and project tracking. Ideal for teams of all sizes, Kadoa helps you stay organized and on top of your projects, ensuring that deadlines are met and goals are achieved.
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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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