Connect ResourceGuru and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Booking
New or Updated Client
New or Updated Time Off Event
New or Updated Project
New or Updated Resource
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of ResourceGuru and Advicent Naviplan
Enable Integrations or automations with these events of ResourceGuru and Advicent Naviplan
Triggers
New or Updated Booking
Triggers whenever there is a change to a booking, including its creation, update, or deletion.
New or Updated Client
Triggers whenever there is a change to a Client, including its creation, update, or deletion.
New or Updated Time Off Event
Triggers whenever there is a change to a Time Off Event, including its creation, update, or deletion.
New or Updated Project
Triggers whenever there is a change to a Project, including its creation, update, or deletion.
New or Updated Resource
Triggers whenever there is a change to a Resource, including its creation, update, or deletion.
Actions
Create Booking
Creates a new booking.
Update Client
Updates an existing client.
Update Booking
Updates an existing booking.
Create Project
Creates a new project.
Update Project
Updates an existing project.
Create Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your ResourceGuru and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in ResourceGuru triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how ResourceGuru 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 ResourceGuru 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 ResourceGuru 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 ResourceGuru
ResourceGuru is a resource scheduling and management tool designed to help teams and organizations efficiently allocate and manage their resources. It offers features such as calendar views, resource booking, and utilization tracking to ensure optimal productivity.
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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