Connect viaSocket Table and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of viaSocket Table and Advicent Naviplan
Enable Integrations or automations with these events of viaSocket Table and Advicent Naviplan
Triggers
New records created
Get rows from the selected table that were created within the past N minutes (as specified by scheduledTime).
New records updated
Fetch rows from the selected table that were created or updated within the last specified minutes (default 15).
Column Update Event
Triggers when a value is updated in a selected column.
New records Updated or Created
Fetch rows from the selected table that were created or updated within the recent time window (default: last 15 minutes).
New Row Created
Triggers when a new row is created in your Table.
Record Updated
Triggers when an existing record is updated in your Table.
Actions
Create Row
Add a new row to the selected table.
Update Row
Update fields on a specific table row.
List all records
Retrieve rows from a selected table. Optionally filter results by specifying a column and value.
Delete Records
Remove one or more rows from the selected table using comma-separated row IDs.
Find Table Records
Retrieve rows from a selected table using optional filters (filter formula, query, or key/value). Supports limit, offset, sorting, and selecting specific fields.
Get all Columns
Retrieves a list of all columns from a specified table.
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Frequently Asked Questions
To start, connect both your viaSocket Table and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how viaSocket Table 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 viaSocket Table 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 viaSocket Table 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 viaSocket Table
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
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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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