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IntegrationsSlackM1 Finance
Slack + M1 Finance

Connect Slack and M1 Finance to Build Intelligent Automations

Choose a Trigger

Slack

When this happens...

Choose an Action

M1 Finance

Automatically do this!

Enable Integrations or automations with these events of Slack and M1 Finance

Enable Integrations or automations with these events of Slack and M1 Finance

Triggers

New Message on a Channel

New Message on a Channel

Triggers when new message was sent in a channel

New User Joined or Updated in Your Org

New User Joined or Updated in Your Org

Triggers when a new user join workspace.

New message Posted

New message Posted

Triggers when a new message is posted on any slack channel.

New Message Reaction

New Message Reaction

Triggers when a new messages on channels is posted and reaction added to that.

New Message in a Thread

New Message in a Thread

Triggers when new message recieved in a thread.

New member join/leave or updated in channel

New member join/leave or updated in channel

New member join/leave or profile updated in channel

Request a new Trigger for Slack

Actions

Send Message

Send Message

Send a message to a Slack channel or thread now or scheduled, optionally using a custom bot name/icon, adding buttons, and controlling link/media previews.

Set Status

Set Status

Set your Slack profile status text and emoji, optionally specifying how long it should remain active.

Send Interactive messages

Send Interactive messages

This action is built for human intervention purpose to get user input for running flow. although the functionality is also workingh in send message action

Send Block/buttons/Intractive message using AI

Send Block/buttons/Intractive message using AI

Send Block, buttons, or slack form using AI

View_open BlockKit Modal using JSON

View_open BlockKit Modal using JSON

Open Model as a response or any BlockKit action

Chat_update slack block or message using messageTs

Chat_update slack block or message using messageTs

Update your open or any other chat message using messageTs

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Automate Expense Report Approvals via Slack & QuickBooks

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app icon
app icon
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Google Forms
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Send for Approval
IF
    • Send for Approval accept
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Give Prompt and Get Structured Response
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Step by step guides to integrate Slack and M1 Finance

Frequently Asked Questions

How do I start an integration between Slack and M1 Finance?

To start, connect both your Slack and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Slack triggers actions in M1 Finance (or vice versa).

Can we customize how data from Slack is recorded in M1 Finance?

Absolutely. You can customize how Slack 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.

How often does the data sync between Slack and M1 Finance?

The data sync between Slack and M1 Finance typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Slack to M1 Finance?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Slack and M1 Finance?

Yes, you can set conditional logic to control the flow of data between Slack 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.

Slack

About Slack

Slack is a team Communication Platform. Focused on chat, apps and working with bots.

communication and collaboration tools.Notifications
Learn More
M1 Finance

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.

FinanceInvestment
Learn More

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