Connect Zoho Projects and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Bug
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Zoho Projects and Advicent Naviplan
Enable Integrations or automations with these events of Zoho Projects and Advicent Naviplan
Triggers
New Task
Triggers when a new task is created in a project.
New Bug
Triggers when a new bug is reported in a project.
Actions
Create Task
Creates a new task in a project.
Create Task List
Creates a new task list.
Update Project
Updates existing project.
Create Milestone
Creates a new milestone within a project.
Create Bug
Creates a new bug in a project.
Find Project Owner
Get details of a project owner by its name or email.
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Frequently Asked Questions
To start, connect both your Zoho Projects and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Projects triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Zoho Projects 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 Zoho Projects 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 Zoho Projects 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 Zoho Projects
Integrate with Zoho Projects to manage your project tasks, milestones, and teams efficiently. Automate workflows, synchronize tasks, and enhance project collaboration.
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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