Connect Tusky and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Tusky
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Tusky and Advicent Naviplan
Enable Integrations or automations with these events of Tusky and Advicent Naviplan
Actions
Create Vault
Creates a Vault.
Delete Vault
Delete an existing vault.
Create Folder
Creates a Folder.
Update User Account
Update an existing account .
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Frequently Asked Questions
To start, connect both your Tusky and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Tusky triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Tusky 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 Tusky 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 Tusky 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 Tusky
Tusky is a user-friendly and efficient client for Mastodon, a decentralized social network. It allows users to connect, share, and interact with others in a seamless and privacy-focused environment. With its intuitive interface and robust features, Tusky enhances the social media experience by providing tools for managing posts, following users, and engaging with content across the Mastodon network.
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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