Integrate DigiParser and Advicent Naviplan with viaSocket
DigiParser already connects with hundreds of apps. Advicent Naviplan's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between DigiParser and Advicent Naviplan.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Processed
Runs when a document has been extracted and exported in DigiParser.
Do thisActions
Action is the task that follows automatically within your DigiParser integrations.
Upload Document via URL
Upload one or more documents by public URL to a DigiParser parser or classifier.
Get Document Data
Retrieve extracted data and metadata for a processed document by parser and document or external ID.
Reprocess Document
Re-run extraction for a document using a chosen parser and a document or external ID.
Delete Documents
Delete documents by DigiParser IDs or external IDs so their external IDs can be reused.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About DigiParser
DigiParser is an AI-powered document parsing platform that extracts structured data from invoices, receipts, bank statements, purchase orders, bills of lading, and other PDFs or images. Export extracted data to CSV, Excel, JSON, webhooks, or connected business tools.
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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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your DigiParser and Advicent Naviplan accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between DigiParser and Advicent Naviplan as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Advicent Naviplan. No coding required.
Yes. You can set up a workflow where DigiParser triggers actions in Advicent Naviplan, and a separate workflow where Advicent Naviplan triggers actions in DigiParser. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between DigiParser and Advicent Naviplan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire DigiParser and Advicent Naviplan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
