Connect TRIPLOG and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of TRIPLOG and Advicent Naviplan
Enable Integrations or automations with these events of TRIPLOG and Advicent Naviplan
Actions
Get State Mileage
Get an existing state mileage.
Search Receipts
Search a Receipts.
List Trips
List all Trips corresponding to email.
Create User
Creates a User.
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Frequently Asked Questions
To start, connect both your TRIPLOG and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in TRIPLOG triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how TRIPLOG 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 TRIPLOG 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 TRIPLOG 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 TRIPLOG
TripLog is a comprehensive mileage tracking and expense management solution designed to help businesses and individuals efficiently manage their travel expenses. With features like automatic mileage tracking, expense reporting, and integration with accounting software, TripLog simplifies the process of tracking and managing travel-related costs.
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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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