Integrations Mural Advicent Naviplan
Mural + Advicent Naviplan

Connect Mural and Advicent Naviplan to Build Intelligent Automations

Choose a Trigger

Mural

When this happens...

Choose an Action

Advicent Naviplan

Automatically do this!

Enable Integrations or automations with these events of Mural and Advicent Naviplan

Enable Integrations or automations with these events of Mural and Advicent Naviplan

Triggers

New Mural

New Mural

Triggers when new murals are created.

New Area

New Area

Triggers when new areas are created in your mural.

New Room

New Room

Triggers when a new room is created.

New Sticky

New Sticky

Triggers when new stickies are created in your mural.

Request a new Trigger for Mural

Actions

Get murals for a room

Get murals for a room

get murals for a room

Get Rooms of a Workspace

Get Rooms of a Workspace

Get rooms of a workspace by its id.

Create a Mural

Create a Mural

Create a mural in a room.

Get murals for a workspace

Get murals for a workspace

get murals for a existing workspace.

Create Sticky

Create Sticky

Create one or more sticky note widgets on a mural.

Request a new Action for Mural

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Frequently Asked Questions

How do I start an integration between Mural and Advicent Naviplan?

To start, connect both your Mural and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Mural triggers actions in Advicent Naviplan (or vice versa).

Can we customize how data from Mural is recorded in Advicent Naviplan?

Absolutely. You can customize how Mural 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.

How often does the data sync between Mural and Advicent Naviplan?

The data sync between Mural and Advicent Naviplan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Mural to Advicent Naviplan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Mural and Advicent Naviplan?

Yes, you can set conditional logic to control the flow of data between Mural 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.

Mural

About Mural

Mural is a digital workspace for visual collaboration, enabling teams to brainstorm, plan, and design together in real-time. It offers a variety of tools to create diagrams, flowcharts, and mind maps, making it easier to organize and share ideas.

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Advicent Naviplan

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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