Connect TMETRIC and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TMETRIC
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of TMETRIC and Advicent Naviplan
Enable Integrations or automations with these events of TMETRIC and Advicent Naviplan
Actions
Get recent tasks
List recently created or updated tasks
latest time entry
Fetch the most recently tracked time entry
Get projects for time entry
Get projects available for time tracking
Tags for time entry
Get tags available within a specified project
Get statuses live
Retrieve current time‑tracking statuses of all users
List time‑off requests
Fetch all time‑off requests in a workspace
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Frequently Asked Questions
To start, connect both your TMETRIC and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in TMETRIC triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how TMETRIC 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 TMETRIC 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 TMETRIC 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 TMETRIC
TMetric is a comprehensive time tracking software designed to help businesses and freelancers manage their time efficiently. It offers features such as time tracking, project management, team management, and reporting, making it an ideal tool for improving productivity and ensuring accurate billing.
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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