Connect Lark and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Lark and Advicent Naviplan
Enable Integrations or automations with these events of Lark and Advicent Naviplan
Actions
Create Lark Sheet
Create a new Sheet in Lark
Search a Group Chat in Lark
Searches for a Lark Group Chat that users or bot are in by name
Search a Lark Base
Search for a Lark Base by name or keyword
Search Lark Calendar Event
Search user's Lark calendar events
Search a Lark Docs
Search for a Lark Base by name or keyword
Search a Lark File
Search a Lark File by key word
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Frequently Asked Questions
To start, connect both your Lark and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Lark triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Lark 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 Lark 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 Lark 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 Lark
Lark is a next-generation office suite that integrates messaging, video conferencing, schedule management, collaborative documents, and more into a single platform, designed to enhance productivity and streamline communication for teams.
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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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