
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Runn and M1 Finance
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create a new client in Runn using a name and optional website.
Add a person to Runn so they can be assigned a role, team, and schedule.
Create a new role in Runn to assign to people and projects.
Add a new skill to Runn so you can assign and track expertise.
Add a person to a project for selected dates with daily time, role, and billable status.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your Runn and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Runn triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Runn 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 Runn 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 Runn 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.
Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.
Learn MoreM1 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.
Learn More