Connect OneDrive and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Folder
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of OneDrive and Advicent Naviplan
Enable Integrations or automations with these events of OneDrive and Advicent Naviplan
Triggers
New File
Triggers when a new file is added.
New Folder
Trigger when new folder is added.
Actions
Create a Folder
Creates a folder.
Create New Text File
Creates a new text file with a plain text content.
Find File
Find a file by name
Find Folder
Finds a folder by name
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Frequently Asked Questions
To start, connect both your OneDrive and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in OneDrive triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how OneDrive 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 OneDrive 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 OneDrive 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 OneDrive
Microsoft OneDrive is a file hosting service operated by Microsoft. First released in August 2007, it allows registered users to store, share and sync their files. OneDrive also works as the storage backend of the web version of Microsoft 365 / Office.
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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