Connect YNAB (You Need a Budget) and Apollo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for YNAB (You Need a Budget)
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Find Contact
Update Contact
Update Deal
Search People using email id
Company Enrichment
List All Deals
Search for Sequences
Add Contacts to a Sequence
Update Contact Status in a Sequence
Search Account
Ready to use YNAB (You Need a Budget) and Apollo automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when a new account is created
New Contact
Triggers when a new contact is created
Contact Updated
Triggers when an existing account is updated
Do thisActions
Action is the task that follows automatically within your YNAB (You Need a Budget) integrations.
Creates an Account
Creates a new account.
Get a User
Get an existing user details.
Get all Transactions for a Specified Month
Get a list of all transactions for a specified month.
Get all Scheduled Transactions
Get a list of all scheduled_transactions.
Create Account
Creates a new account
Create Contact
Creates a new contact to your team's Apollo account.
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Step by step guides to integrate YNAB (You Need a Budget) and Apollo
Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Apollo (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Apollo. This includes choosing which data fields go into which fields of Apollo, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Apollo 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 YNAB (You Need a Budget) and Apollo. 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 YNAB (You Need a Budget)
YNAB (You Need A Budget) is a personal budgeting software that helps users gain control of their money, prioritize their spending, and achieve financial goals. It offers tools for tracking expenses, setting budgets, and monitoring financial progress.
Learn MoreAbout Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
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