Connect Nuclino and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Items
New Items
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Nuclino and Advicent Naviplan
Enable Integrations or automations with these events of Nuclino and Advicent Naviplan
Triggers
New or Updated Items
Retrieve items from the selected Nuclino workspace that were created or modified since the last check.
New Items
Retrieve items created in the selected workspace within the specified recent time window.
Actions
Create an Item
Create a new item or collection in a Nuclino workspace. Optionally provide a title and content; returns the created object's details and URL.
Update Item
Update a Nuclino item's title and/or content using its Item ID.
List Workspaces
Retrieve all Nuclino workspaces. Optionally set Records Per Page to control how many workspaces are returned per request.
Delete Item
Permanently deletes a Nuclino item specified by its Item ID.
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Frequently Asked Questions
To start, connect both your Nuclino and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Nuclino triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Nuclino 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 Nuclino 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 Nuclino 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 Nuclino
Nuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.
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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