Connect Timing App and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Timing App
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Timing App and Advicent Naviplan
Enable Integrations or automations with these events of Timing App and Advicent Naviplan
Actions
List All Projects
Retrieve all the projects.
Show Project
Retrieve the details of project.
Delete Project
Delete the project permanently.
List Reports
Shows all the reports.
List Teams
Retrieve all the teams.
List team members
Show all the members of team.
Know More About Timing App and Advicent Naviplan Integrations
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Frequently Asked Questions
To start, connect both your Timing App and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Timing App triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Timing App 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 Timing App 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 Timing App 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 Timing App
Timing App is a comprehensive time tracking software designed to help individuals and teams efficiently manage their time and productivity. With features like automatic time tracking, detailed reports, and project management integration, it ensures that users can optimize their workflow and focus on what truly matters.
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.
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