Integrations Mini Course Generator ifactfind
Mini Course Generator + ifactfind

Integrate Mini Course Generator and ifactfind with viaSocket

Mini Course Generator already connects with hundreds of apps. ifactfind's automation is still on its way. Want to speed that up?

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Supported Triggers & Actions

Everything you can automate between Mini Course Generator and ifactfind.

When this happensTriggers

A trigger is an event that starts a workflow.

New Learner

New Learner

Triggers when a new learner is added to a collection.

Course Collection Completed

Course Collection Completed

Triggers when a user completes a course collection.

Course Completed

Course Completed

Triggers when a user completes a course.

Request a new Trigger for Mini Course Generator

Do thisActions

Action is the task that follows automatically within your Mini Course Generator integrations.

List Course Collection

List Course Collection

List course collections.

List Course

List Course

List course

Add Learner

Add Learner

Adds a learner to your course or collection.

Remove Learner

Remove Learner

Removes a learner from the selected course collections.

Request a new Action for Mini Course Generator
How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Mini Course Generator
Mini Course Generator + ifactfind
Integrations ifactfind
ifactfind + Mini Course Generator
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About ifactfind

iFactFind is the new standard in client data collection and management. The digital online fact find for financial advisers and their clients.

Learn more

Frequently Asked Questions

How do I connect Mini Course Generator and ifactfind?

Sign up for a free viaSocket account, then authorize both your Mini Course Generator and ifactfind accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Mini Course Generator and ifactfind as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Mini Course Generator to ifactfind?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ifactfind. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Mini Course Generator triggers actions in ifactfind, and a separate workflow where ifactfind triggers actions in Mini Course Generator. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Mini Course Generator and ifactfind. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Mini Course Generator and ifactfind integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.