Connect Timeero and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Job Created
Job Updated
Job Deleted
User Created
User Updated
User Deleted
Group Created
Group Updated
Group Deleted
Schedule Created
Schedule Updated
Schedule Deleted
Task Created
Task Updated
Task Deleted
Timesheet Created
Timesheet Updated
Timesheet Deleted
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Timeero and Advicent Naviplan
Enable Integrations or automations with these events of Timeero and Advicent Naviplan
Triggers
Job Created
Triggers when new job is created.
Job Updated
Triggers when an existing job is updated.
Job Deleted
Triggers when an existing job is deleted.
User Created
Triggers when an user is created.
User Updated
Triggers when an existing user is updated.
User Deleted
Triggers when an existing user is deleted.
Actions
Create Task
Creates a Task.
Create Job
Creates a Job.
Delete Job
Delete an existing job .
Create Timesheet
Creates a Timesheet.
Get Timesheets
Get time based on the date.
Clock In
Clock in by user.
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Frequently Asked Questions
To start, connect both your Timeero and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Timeero triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Timeero 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 Timeero 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 Timeero 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 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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