Connect Gladia AI and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Gladia AI and Advicent Naviplan
Enable Integrations or automations with these events of Gladia AI and Advicent Naviplan
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Frequently Asked Questions
To start, connect both your Gladia AI and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Gladia AI triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Gladia AI 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 Gladia AI 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 Gladia AI 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 Gladia AI
Gladia AI is a cutting-edge platform that leverages artificial intelligence to provide advanced solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insightful analytics, making it an essential resource for businesses looking to integrate AI into their operations.
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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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