Connect Wrike and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Folder
New Subfolder
New Comment
New Task
Task Deleted
Task Title Changed
Task Importance Changed
Task Status Changed
Task Dates Changed
TaskParentsAdded
TaskParentsRemoved
Task Responsibles Added
Task Responsibles Removed
Task Shareds Added
Task Shareds Removed
Task Description Changed
Project Dates Changed
Folder Deleted
Folder Title Changed
Folder Parents Added
Folder Parents Removed
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Wrike and Advicent Naviplan
Enable Integrations or automations with these events of Wrike and Advicent Naviplan
Triggers
New Folder
Triggered when a new folder is created.
New Subfolder
Trigger when a subfolder created.
New Comment
Trigger when new comment this created
New Task
Trigger when new task is created .
Task Deleted
Trigger when task is deleted
Task Title Changed
Trigger when task title is changed
Actions
Create Folder
Create a new folder
Create Comment
Creates a new comment
Create Time Entry
Create a new time entry.
Create Task
Create a new task.
List Spaces
Returns a list of spaces.
List Contacts
List contacts of all users and user groups in current account.
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Frequently Asked Questions
To start, connect both your Wrike and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Wrike triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Wrike 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 Wrike 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 Wrike 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 Wrike
Wrike is a versatile project management and collaboration platform designed to streamline workflows, enhance team productivity, and facilitate seamless communication. It offers a range of tools for task management, time tracking, and project planning, making it ideal for teams of all sizes.
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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