Connect Twenty and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message
Updated Message
New Favorite
New Attachment
New Blocklist
New Note
New Opportunity
New Task
New Person
New Company
Updated Company
Updated Person
Updated Task
Updated Opportunity
Updated Note
Updated Blocklist
Updated Attachment
Updated Favorite
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Twenty and Advicent Naviplan
Enable Integrations or automations with these events of Twenty and Advicent Naviplan
Triggers
New Message
Triggers when a new message is created
Updated Message
Triggers when an existing message is updated
New Favorite
Triggers when a new favorite is created
New Attachment
Triggers when a new attachment is created
New Blocklist
Triggers when a new blocklist is created
New Note
Triggers when a new note is created
Actions
Create Company
Creates a new company
Update Company
Update an existing company
Delete Company
delete a specific company
List All Companies
Retrieves a list of companies
List All Attachments
Retrieves a list of attachments
List All Calender Events
Retrieves a list of calenderEvents
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Twenty and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Twenty triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Twenty 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 Twenty 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 Twenty 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 Twenty
Twenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.
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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