Connect VectorShift and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of VectorShift and Advicent Naviplan
Enable Integrations or automations with these events of VectorShift and Advicent Naviplan
Actions
Create Pipeline
Creates a new VectorShift pipeline with the provided name and optional description.
List Pipelines
Retrieve the pipelines available to the current user. Optional parameters: include pipelines shared with you and return full pipeline objects instead of only IDs.
Run pipeline
Run a VectorShift pipeline with provided inputs and return the run results.
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Frequently Asked Questions
To start, connect both your VectorShift and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in VectorShift triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how VectorShift 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 VectorShift 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 VectorShift 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 VectorShift
VectorShift is an advanced AI platform designed to enhance data analysis and visualization. It leverages cutting-edge machine learning algorithms to transform complex datasets into actionable insights, making it an essential tool for businesses looking to optimize their decision-making processes.
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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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