Connect Manus and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Manus and Advicent Naviplan
Enable Integrations or automations with these events of Manus and Advicent Naviplan
Actions
Create Project
Create a new project and optionally add the first task with settings and attachments.
Add Prompt to Task
Add a new prompt to an existing task to continue the conversation.
Create Task
Create a new task, attach single or multiple files, and optionally link it to a project or connectors.
Delete Task
Delete a task by its Task ID.
Get Task Details
Get details for a specific task.
Update Task
Update a task's title, sharing settings, and visibility in the task list.
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Frequently Asked Questions
To start, connect both your Manus and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Manus triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Manus 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 Manus 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 Manus 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 Manus
Manus is a collaborative platform designed for writers and teams to create, edit, and manage documents in real-time, enhancing productivity and creativity.
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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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