Connect Modern Events Calendar and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Modern Events Calendar and Advicent Naviplan
Enable Integrations or automations with these events of Modern Events Calendar and Advicent Naviplan
Triggers
New Event
Triggers when a new event is created.
Modified Event
Triggers when an event is updated.
Actions
List Events
List all events.
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Frequently Asked Questions
To start, connect both your Modern Events Calendar and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Modern Events Calendar triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Modern Events Calendar 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 Modern Events Calendar 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 Modern Events Calendar 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 Modern Events Calendar
Modern Events Calendar is a responsive, mobile-friendly, FREE, and comprehensive events management plugin which is extremely user-friendly and well-designed for displaying the events calendar on the websites, ever easier.
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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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