Connect TimeLive and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Task
New User/Employee
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of TimeLive and Advicent Naviplan
Enable Integrations or automations with these events of TimeLive and Advicent Naviplan
Triggers
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created.
New User/Employee
Triggers when a New User/Employee is created.
Actions
Create a User/Employee
Creates a New Create a User/Employee is created.
Create a Client
Create a new client.
Create a Department
Create a new department.
Update an User/Employee
Triggers when an existing user/employee is updated.
Delete an Employee
Delete employee by ID.
Delete a Client
Delete client by ID.
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Frequently Asked Questions
To start, connect both your TimeLive and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in TimeLive triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how TimeLive 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 TimeLive 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 TimeLive 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 TimeLive
TimeLive is a web-based time tracking solution that offers features such as timesheets, project management, employee attendance, and expense tracking. It enables businesses to efficiently manage their workforce's time and productivity.
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
