Connect Miro and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Miro and Advicent Naviplan
Enable Integrations or automations with these events of Miro and Advicent Naviplan
Triggers
New Card
Triggers when a new card is created.
Actions
Get All Board
Get a list of all existing boards
Get All Frame
Get all existing frames of a board
Create a Board
Create a new board
Copy Board
Copies an existing board
Create a Card
Create a new card on a board
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Watch Integrations In Action
Frequently Asked Questions
To start, connect both your Miro and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Miro triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Miro 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 Miro 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 Miro 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 Miro
Miro is a collaborative online whiteboard platform designed to empower teams to work effectively together, from brainstorming with digital sticky notes to planning and managing agile workflows.
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.
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