Connect TickTick and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of TickTick and Advicent Naviplan
Enable Integrations or automations with these events of TickTick and Advicent Naviplan
Triggers
New Task Created
Triggers when a new task is created in TickTick. You can optionally filter by list, tag, or priority; only tasks created during the recent check window are returned.
Actions
Create Project
It will craete a new Project
Delete Project
Deleting a Project
Add Task
Create new task in a specific project
Complete Task
Update Project
Update your projects
Update task
Update Your task
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Frequently Asked Questions
To start, connect both your TickTick and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in TickTick triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how TickTick 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 TickTick 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 TickTick 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 TickTick
TickTick is a powerful task management and to-do list app designed to help you organize your life, manage your time, and boost productivity. With features like task scheduling, reminders, and collaboration tools, TickTick makes it easy to stay on top of your tasks and projects.
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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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