Connect Voucherify and M1 Finance to Build Intelligent Automations

Choose a Trigger

Voucherify

When this happens...

Choose an Action

M1 Finance

Automatically do this!

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

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

Triggers

Voucher Created

Voucher Created

Trigger when a new voucher is created.

Request a new Trigger for Voucherify

Actions

Create Category

Create Category

Create category with a specific name and hierarchy.

Create Segment

Create Segment

Create a customer segment.

Update Reward

Update Reward

Update the details of a reward.

Update Customer

Update Customer

Update an existing customer.

Request a new Action for Voucherify

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Voucherify 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 Voucherify and M1 Finance?

The data sync between Voucherify 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 Voucherify 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 Voucherify and M1 Finance?

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

Voucherify

About Voucherify

Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.

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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.

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