Connect MYSQL and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of MYSQL and Advicent Naviplan
Enable Integrations or automations with these events of MYSQL and Advicent Naviplan
Actions
Find row(s) from a table
Find row(s) via a lookup column.
Execute a Query (advanced)
You can select, create, update or delete row(s) of table via custom SQL query.
Insert Row
Adds a new row into the table.
Update row(s) in a table
Update any existing row in the given table.
Delete row
Deletes row from a table.
tesitng
this is only for testing purpose
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Frequently Asked Questions
To start, connect both your MYSQL and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in MYSQL triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how MYSQL 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 MYSQL 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 MYSQL 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 MYSQL
MySQL is an open-source relational database management system (RDBMS) that uses Structured Query Language (SQL) for managing and querying data. It is widely used for its speed, reliability, and flexibility in handling large-scale database applications. MySQL is commonly employed in web development and is a key component of the popular LAMP stack (Linux, Apache, MySQL, PHP/Perl/Python).
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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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