Connect Streamtime and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Streamtime
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Streamtime and Advicent Naviplan
Enable Integrations or automations with these events of Streamtime and Advicent Naviplan
Actions
Create Personal ToDo
Creates a new Personal To-Do record in the system.
Create Job Comment
Adds a comment to a job.
Create Job
Creates a new Job in the system.
Create Label
Add a label to a Job,Quote,Invoice,Logged Expense,Company,Contact and User.
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Frequently Asked Questions
To start, connect both your Streamtime and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Streamtime triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Streamtime 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 Streamtime 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 Streamtime 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 Streamtime
Streamtime is a project management and time tracking tool designed for creative teams. It helps streamline workflows, manage tasks, and track time efficiently, making it ideal for agencies and creative professionals.
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.
Learn More
