Connect YNAB (You Need a Budget) and Customer.io 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 campaigns
Create manual segment
Delete a segment
Ready to use YNAB (You Need a Budget) and Customer.io automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
Push Events
Triggers when a push notification is drafted.
SMS Events
Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).
Slack Events
Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.
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 campaigns
Returns a list of all of your collections, including the name and schema for each collection.
Create manual segment
Create a manual segment with a name and a description. This request creates an empty segment
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Customer.io accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Customer.io (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Customer.io. This includes choosing which data fields go into which fields of Customer.io, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Customer.io 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 Customer.io. 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 Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
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