Connect Papyrs and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Papyrs and Advicent Naviplan
Enable Integrations or automations with these events of Papyrs and Advicent Naviplan
Triggers
new page is created
runs when new page is created
Actions
Add heading to page
Adds a heading to a Papyrs page.
Add a paragraph to a page
Add a text paragraph to a page.
Add paragraph to page
Add a text paragraph to a Papyrs page.
Post message to Papyrs page
Post a message to a Papyrs page feed to share updates or announcements.
Update page paragraph
Update the text in a page paragraph.
Update paragraph on page
Change the text of a paragraph widget on a page.
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Frequently Asked Questions
To start, connect both your Papyrs and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Papyrs triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Papyrs 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 Papyrs 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 Papyrs 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 Papyrs
Papyrs is a powerful platform designed to enhance team collaboration and productivity by providing customizable intranet solutions. It allows businesses to create internal pages, share documents, and streamline communication effortlessly.
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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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