Connect Apify and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
Finished Actor Run
Finished Task Run
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Apify and Advicent Naviplan
Enable Integrations or automations with these events of Apify and Advicent Naviplan
Triggers
Finished Actor Run
Triggers whenever a selected actor is run and finished.
Finished Task Run
Triggers whenever a selected task is run and finished.
Actions
Run Task
Run a selected actor task.
Set Key-Value Store Record
Creates a new or updates an existing record in a key-value store.
Run Actor
Runs a selected actor.
Find Last Actor Run
Finds the most recent actor run with a specific status.
Search Dataset By ID
Find a dataset in Apify by searching with its ID.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
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 Apify and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Apify triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Apify 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 Apify 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 Apify 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 Apify
Apify is a powerful, scalable platform designed to automate web scraping, data extraction, and web automation tasks effortlessly. Whether you need to collect data from websites, automate repetitive browser actions, or build complex workflows, Apify provides a robust, developer-friendly environment to make it happen—without sacrificing flexibility or control.
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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