Connect Retell AI and M1 Finance to Build Intelligent Automations
Enable Integrations or automations with these events of Retell AI and M1 Finance
Enable Integrations or automations with these events of Retell AI and M1 Finance
Actions
Get an Agent
Retrieve details of a specific agent.
Create a Phone Number
Buys a new phone number and binds agents.
Make a Phone Call
Create a new outbound phone call
Get a Call
Retrieves all call details.
Get a Phone Number
Retrieves a specific phone number.
Get a Voice
Get a Voice from retell ai
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Frequently Asked Questions
To start, connect both your Retell AI and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Retell AI triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Retell AI 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 Retell AI 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 Retell AI 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 Retell AI
Retell AI is a cutting-edge platform that leverages artificial intelligence to transform and enhance storytelling experiences. It offers tools and features that allow users to create, edit, and optimize narratives, making it ideal for content creators, marketers, and educators looking to engage their audience with compelling stories.
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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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