Connect Aura and M1 Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Aura
Choose an Action
Automatically do this!
- Request a new Action for M1 Finance
Enable Integrations or automations with these events of Aura and M1 Finance
Enable Integrations or automations with these events of Aura and M1 Finance
Actions
List Payments
Enter action Description Here
Create Lead
Create a new lead with email
Record Payment
Record a payment for a lead
Get Campaign Analytics
Retrieve lead and call performance aggregated by UTM source, medium, and campaign including show rate, close rate, and revenue.
Update Call
Update the status or notes of an existing call in Aura
Verify Payment
Manually verify a payment by linking it to a specific call.
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Frequently Asked Questions
To start, connect both your Aura and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Aura triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Aura data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.
The data sync between Aura and M1 Finance 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 Aura and M1 Finance. 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 M1 Finance
M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.
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