Connect Pinterest and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Pinterest and Advicent Naviplan
Enable Integrations or automations with these events of Pinterest and Advicent Naviplan
Triggers
New Board
Triggers when you create a new board.
New Pins
Triggers when a new pin is created.
Actions
Create a new board
Create a new board.
Delete a board
delete a single board.
Find board section
Find list of board sections.
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Frequently Asked Questions
To start, connect both your Pinterest and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Pinterest triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Pinterest 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 Pinterest 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 Pinterest 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 Pinterest
Pinterest is the world’s catalog of ideas that more than 100 million people around the world use every month to get more creative in their everyday lives. Save images and videos ("Pins") to curated collections ("Boards") from any website, or upload your own. Build your online presence and grow your audience by sharing your visual catalog, and track what your audience thinks through their Likes and repins.
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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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