Connect Thoughtly and M1 Finance to Build Intelligent Automations
Enable Integrations or automations with these events of Thoughtly and M1 Finance
Enable Integrations or automations with these events of Thoughtly and M1 Finance
Actions
Search User Details
Search user details by email id.
Create Contact
Create new contact.
Delete Contact
Delete an contact.
Call Contact
Call a contact
Search Calls
Search calls.
Search Contacts
Search contacts by phone number.
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Frequently Asked Questions
To start, connect both your Thoughtly and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Thoughtly triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Thoughtly 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 Thoughtly 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 Thoughtly 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 Thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
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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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