Connect Weaviate and Advicent Naviplan to Build Intelligent Automations
Enable Integrations or automations with these events of Weaviate and Advicent Naviplan
Enable Integrations or automations with these events of Weaviate and Advicent Naviplan
Actions
Create a New Object Class
Create a new data object collection.
Create a New Tenant
Create a new tenant for a collection. Multi-tenancy must be enabled in the collection definition.
Remove an Object Class
Remove a collection from the schema. This will also delete all the objects in the collection.
Delete Tenants From a Class
Delete Tenants From a Class
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Frequently Asked Questions
To start, connect both your Weaviate and Advicent Naviplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Weaviate triggers actions in Advicent Naviplan (or vice versa).
Absolutely. You can customize how Weaviate 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 Weaviate 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 Weaviate 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 Weaviate
Weaviate is an open-source vector search engine that allows you to store, search, and manage data in a highly efficient manner. It is designed to handle large-scale data sets and provides powerful tools for semantic search and data management.
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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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