Connect urlbox and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of urlbox and Advicent Naviplan
Enable Integrations or automations with these events of urlbox and Advicent Naviplan
Actions
Full Page Screenshots Using URL
Capture an entire scrollable webpage from a URL and return the screenshot image.
Render HTML Screenshot
Generate a PNG, JPG, or PDF from provided HTML (with optional CSS), supporting viewport size, full-page capture, and high-resolution scaling.
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Frequently Asked Questions
To start, connect both your urlbox and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in urlbox triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how urlbox 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 urlbox 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 urlbox 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 urlbox
Urlbox is a screenshot API that allows you to generate images from a URL or HTML
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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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