Integrations AssemblyAI Advicent Naviplan
AssemblyAI + Advicent Naviplan

Connect AssemblyAI and Advicent Naviplan to Build Intelligent Automations

Choose a Trigger

AssemblyAI

When this happens...

Choose an Action

Advicent Naviplan

Automatically do this!

Enable Integrations or automations with these events of AssemblyAI and Advicent Naviplan

Enable Integrations or automations with these events of AssemblyAI and Advicent Naviplan

Actions

Transcribe

Transcribe

Transcribe an audio or video file using AssemblyAI.

Get Transcript Redacted Audio Result

Get Transcript Redacted Audio Result

Get the result of the redacted audio model.

Get Transcript

Get Transcript

Get details of a transcript by its id.

Get Transcript Sentences

Get Transcript Sentences

Retrieve the sentences of the transcript by its ID.

Get Transcript Paragraph

Get Transcript Paragraph

Retrieve the paragraphs of the transcript by its ID.

Get Transcript Subtitles

Get Transcript Subtitles

Export the transcript as SRT or VTT subtitles.

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Frequently Asked Questions

How do I start an integration between AssemblyAI and Advicent Naviplan?

To start, connect both your AssemblyAI and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in AssemblyAI triggers actions in Advicent Naviplan (or vice versa).

Can we customize how data from AssemblyAI is recorded in Advicent Naviplan?

Absolutely. You can customize how AssemblyAI 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.

How often does the data sync between AssemblyAI and Advicent Naviplan?

The data sync between AssemblyAI and Advicent Naviplan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AssemblyAI to Advicent Naviplan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AssemblyAI and Advicent Naviplan?

Yes, you can set conditional logic to control the flow of data between AssemblyAI 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.

AssemblyAI

About AssemblyAI

AssemblyAI's Speech AI models include accurate speech-to-text for voice data (such as calls, virtual meetings, and podcasts), speaker detection and more.

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Advicent Naviplan

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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