Connect Freshchat Classic and M1 Finance to Build Intelligent Automations
Enable Integrations or automations with these events of Freshchat Classic and M1 Finance
Enable Integrations or automations with these events of Freshchat Classic and M1 Finance
Actions
Create a User
Add a new user to Freshchat.
Search Users
Find users by email, name, phone number, or reference ID and return matching user records. Supports pagination and sorting.
Create a conversation
Creates a new conversation.
Search User
Search a user.
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Frequently Asked Questions
To start, connect both your Freshchat Classic and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshchat Classic triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Freshchat Classic 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 Freshchat Classic 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 Freshchat Classic 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 Freshchat Classic
Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.
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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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