Enable Integrations or automations with these events of Smartcat and Advicent Naviplan
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Smartcat and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartcat triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Smartcat 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 Smartcat 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 Smartcat 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.
Smartcat is an all-in-one platform connecting businesses and translators into a continuous translation delivery loop by combining a collaborative workflow solution, a marketplace, and a network of translation professionals.
Learn MoreAdvicent 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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