Integrate Pyrus and Advicent Naviplan with viaSocket
Pyrus already connects with hundreds of apps. Advicent Naviplan's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between Pyrus and Advicent Naviplan.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Pyrus integrations.
Create Simple Task
Creates a simple task with contacts
Get Forms
Get an existing form details by it's form id.
Create Task With Form
Creates a new task With an existing Form.
Delete Task
Delete task by task id.
Add Member
Add a new team member.
List Forms
Returns a description of all the forms in which the current user is a manager or a member.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Pyrus
Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pyrus and Advicent Naviplan accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pyrus and Advicent Naviplan as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Advicent Naviplan. No coding required.
Yes. You can set up a workflow where Pyrus triggers actions in Advicent Naviplan, and a separate workflow where Advicent Naviplan triggers actions in Pyrus. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pyrus and Advicent Naviplan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pyrus and Advicent Naviplan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
