Connect SmartTask and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Task
Task Completion
Task Comment Added
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of SmartTask and Advicent Naviplan
Enable Integrations or automations with these events of SmartTask and Advicent Naviplan
Triggers
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
Actions
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
List User
Retrieve the list of users
List Project
Retrieve list of all projects
Add Comment to Task
Adds a new comment to task
Create Contact
Creates a new contact
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Frequently Asked Questions
To start, connect both your SmartTask and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how SmartTask 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 SmartTask 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 SmartTask 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 SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
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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