Connect YNAB (You Need a Budget) and Cradl AI 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!
List Documents
Create Dataset
Create Document
List users
List Agent
Create agent
Update agent
Delete agent
Get Agent Run
Ready to use YNAB (You Need a Budget) and Cradl AI automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a new document is created.
New Dataset
Triggers when a new dataset is created.
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.
List Documents
Get all existing documents.
Create Dataset
Create a new dataset.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Cradl AI accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Cradl AI (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Cradl AI. This includes choosing which data fields go into which fields of Cradl AI, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Cradl AI 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 Cradl AI. 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 Cradl AI
Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
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