Connect YNAB (You Need a Plan) and Brevo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for YNAB (You Need a Plan)
Choose an Action
Automatically do this!
Unsubscribe Contact
Send Transactional Email
Find Contact
Get Contacts in a List
Create New Contact
Create Folder
Create List
Search List
Search Folder
Search List in Folder
Add existing contacts to a list
Update Contact
Delete a List
Delete a Folder
Find Company
Add or Update Company
Delete Company
Find Deal
Delete Deal
Add or Update Deal
Test Create
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Unsubscribed
Triggers when a Brevo contact unsubscribes from a list they belonged to
Contact Updated
Triggers when contact updated
Transactional Email Opened
Triggers when a Brevo transactional email is opened
Transactional Email Hard Bounced
Triggers when a Brevo transactional email is hard bounced.
Transactional Email Delivered
Triggers when a Brevo transactional email is delivered
Contact Added To List
Trigger's when contact is added to list.
Do thisActions
Action is the task that follows automatically within your YNAB (You Need a Plan) 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.
Unsubscribe Contact
Remove one or more contacts from a Brevo contact list by email, contact ID, external ID, or remove all contacts from the list.
Send Transactional Email
Sends an email from your Brevo account with HTML or plain text content.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Plan) and Brevo accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Plan) triggers actions in Brevo (or vice versa).
Absolutely. You can customize how YNAB (You Need a Plan) data is recorded in Brevo. This includes choosing which data fields go into which fields of Brevo, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Plan) and Brevo 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 Plan) and Brevo. 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 Plan)
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 Brevo
Sendinblue is a digital marketing platform that offers tools for email marketing, SMS campaigns, chat, CRM, marketing automation, and transactional email services.
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