Connect Supermemory and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Supermemory
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Supermemory and Advicent Naviplan
Enable Integrations or automations with these events of Supermemory and Advicent Naviplan
Actions
Search Memory
Search Supermemory for documents matching the query and return relevant memory results.
List All Documents
Retrieve saved memories with optional filters for memory ID, tags, metadata, and sorting order.
Create Memory
Create a Memory in supermemory.
Upload Document
Upload a document file or text to Supermemory to be processed.
Delete Document by ID
Permanently delete a Supermemory document specified by its document ID.
Update Document
update the document bu providing document ID.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Supermemory and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Supermemory triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Supermemory 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 Supermemory 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 Supermemory 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 Supermemory
Supermemory is an advanced AI tool designed to enhance memory retention and cognitive skills. It leverages cutting-edge artificial intelligence to provide personalized learning experiences, helping users improve their memory and learning efficiency.
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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