Connect Weavely and Advicent Naviplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
- Request a new Action for Advicent Naviplan
Enable Integrations or automations with these events of Weavely and Advicent Naviplan
Enable Integrations or automations with these events of Weavely and Advicent Naviplan
Triggers
New Form Submission
Trigger fires on When someone opens or loads the form (before any submission).
Actions
Generate Form
Generates a Weavely form from a prompt.
Get Form Fields
String input for the path parameter FORM_ID required by GET /v1/forms/FORM_ID/fields.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Weavely and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Weavely triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Weavely 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 Weavely 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 Weavely 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 Weavely
Weavely is an innovative AI-powered platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers a suite of features that streamline workflows, automate tasks, and provide intelligent insights, making it an essential tool for businesses and individuals looking to leverage AI technology.
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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