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How to get started with Advicent Naviplan automations
Automate when something happens in Advicent Naviplan
Login -> Create new flow -> Select trigger -> Search Advicent Naviplan -> Choose the trigger from the list
Take action in Advicent Naviplan when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Advicent Naviplan -> Choose the action from the list
Trigger
Action
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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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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