Connect Skyvern and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Skyvern Workflow
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Skyvern and Advicent Naviplan
Enable Integrations or automations with these events of Skyvern and Advicent Naviplan
Triggers
New or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
Actions
Run a Workflow
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and Run a Task V2
Create and run a complicated goal.
Create and Run a Task
Creates and starts a Skyvern task for a given URL and prompt, returning the task run ID, initial status, and app URL.
Get a Task
Fetch the full details of a specific task by its Task ID.
Create a session
Start a new Skyvern browser session. Optionally set a session timeout and choose a proxy location.
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Frequently Asked Questions
To start, connect both your Skyvern and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Skyvern triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Skyvern 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 Skyvern 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 Skyvern 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 Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
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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