
When this happens...
Work Item Is Created
Automatically do this!
Creates an Account
Get a User
Get Budget Month
Get all Transactions for a Specified Month
Get all Scheduled Transactions
Get Transactions From Budget
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.
Action is the task that follows automatically within your 50 agents integrations.
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Creates a work item to schedule and manage meetings on chat.walkover.in.
Receive data from trigger
Creates a new account.
Get an existing user details.
Get transactions and summary for a chosen budget month.

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To start, connect both your 50 agents and YNAB (You Need a Budget) accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in YNAB (You Need a Budget) (or vice versa).
Absolutely. You can customize how 50 agents data is recorded in YNAB (You Need a Budget). This includes choosing which data fields go into which fields of YNAB (You Need a Budget), setting up custom formats, and filtering out unwanted information.
The data sync between 50 agents and YNAB (You Need a Budget) 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 50 agents and YNAB (You Need a Budget). 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.
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
Learn MoreYNAB (You Need A Budget)'s app is a friendly, flexible plan to simplify spending decisions and clarify priorities—making it easier than ever to get good at money. Track progress, reflect as you go, and reach your goals.
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