Connect Timekit and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Timekit
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Timekit and Advicent Naviplan
Enable Integrations or automations with these events of Timekit and Advicent Naviplan
Actions
List Resources
Get all resources
List Bookings
Get all bookings.
List Booking Groups
Get all group bookings.
List Projects
Get all projects.
List Locations
Get all locations.
List Services
Get a list of all the services.
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Frequently Asked Questions
To start, connect both your Timekit and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Timekit triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Timekit 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 Timekit 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 Timekit 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 Timekit
Timekit lets you build scalable and flexible booking experiences and scheduling flows that grow your business.
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
