Connect Together and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Together
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Together and Advicent Naviplan
Enable Integrations or automations with these events of Together and Advicent Naviplan
Actions
Create image
Use an image model to generate an image for a given prompt.
Create Embedding
Query an embedding model for a given string of text.
Create Inference
Create a Legacy/inference
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Frequently Asked Questions
To start, connect both your Together and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Together triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Together 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 Together 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 Together 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 Together
Together is an AI-powered platform designed to enhance team collaboration and communication. It leverages artificial intelligence to streamline workflows, improve productivity, and foster a more connected work environment. With features that support team chat, project management, and task coordination, Together aims to transform how teams work together, making collaboration more efficient and effective.
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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