Connect Notion and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Data Source Item
Updated Data Source Item
New Page Created
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Notion and Advicent Naviplan
Enable Integrations or automations with these events of Notion and Advicent Naviplan
Triggers
New Data Source Item
Triggers when a new item is created in a data source.
Updated Data Source Item
Triggers when an item in a selected data source is updated
New Page Created
Triggers when a new page is created in notion.
Actions
Query A Data Source
Retrieve results on the basis of query passed to the data source.
Create a Data Source Item
Creates an item in a data source.
Update a Data Source item
Updates an item in a data source.
Find Page By Title
Searches for a page by title
Get Data Source Details
Retrieves a data source in notion using data source id
Add Comment to Page
Adds a new comment to a Page.
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Frequently Asked Questions
To start, connect both your Notion and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Notion triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Notion 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 Notion 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 Notion 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 Notion
Notion is an all-in-one workspace for note-taking, project management, and task organization. It enables users to create custom pages with embedded databases, kanban boards, wikis, calendars, and reminders.
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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