Connect Ora and M1 Finance to Build Intelligent Automations
Enable Integrations or automations with these events of Ora and M1 Finance
Enable Integrations or automations with these events of Ora and M1 Finance
Triggers
New Comment Added to Task
Triggers when a new comment is added to task.
New Task
Triggers when a new task is added.
New Assignee Added to Task
Triggers when a new assignee is added to task.
Task Update
Triggers when an existing task is updated in Ora.
New Project
Triggers when a new project is added.
New Label Added to Task
Triggers when a new label is added to task.
Actions
Create List
Creates a list.
Create Comment
Creates a comment.
Add Member to Card
Add Member to Card.
Create Schedule
Creates a Schedule.
Find Task
Finds a task.
Find Member
Finds a member.
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Frequently Asked Questions
To start, connect both your Ora and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Ora triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Ora 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 Ora 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 Ora 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 Ora
Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.
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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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