Connect YNAB (You Need a Budget) and Conversion Chats 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!
Send Template Message
Create Contacts
Update Contacts
Enable Integrations or automations with these events of YNAB (You Need a Budget) and Conversion Chats
Enable Integrations or automations with these events of YNAB (You Need a Budget) and Conversion Chats
Actions
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.
Send Template Message
Sends WhatsApp message using template.
Create Contacts
Add the contact details into the database and can select the specific group to add contacts in conversion chats.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Conversion Chats accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Conversion Chats (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Conversion Chats. This includes choosing which data fields go into which fields of Conversion Chats, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Conversion Chats 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 Conversion Chats. 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 Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
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