Connect Alerty and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Alerty and Advicent Naviplan
Enable Integrations or automations with these events of Alerty and Advicent Naviplan
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Notify All Devices
Sends a notification to all active devices
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Frequently Asked Questions
To start, connect both your Alerty and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Alerty triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Alerty 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 Alerty 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 Alerty 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 Alerty
Alerty is a monitoring and alerting tool designed to notify users of important events or conditions in their applications or infrastructure. It provides real-time alerts based on specified criteria, helping teams respond quickly to potential issues.
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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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