Connect Keka and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Keka and Advicent Naviplan
Enable Integrations or automations with these events of Keka and Advicent Naviplan
Triggers
New Employee Added
Triggered when a new employee is added to Keka.
Actions
Deactivate Employee
Create an exit request to record an employee’s resignation date, last working day, reason, and rehire eligibility.
List leave types
List all leave types in your Keka account.
List All Employee Salary Details
Search Employee Salary Details by Employee Number
List Employee Documents
Get documents for one or more employees by email or employee ID. Optionally filter by document type.
List document types
Lists all document types in your Keka account, including each type's fields and whether they are required.
List All Attendance Records
Retrieve attendance records for specified employees (search by name or employee IDs) within an optional date range.
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Frequently Asked Questions
To start, connect both your Keka and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Keka triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Keka 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 Keka 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 Keka 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 Keka
Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
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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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