Connect YNAB (You Need a Plan) and Emelia 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!
Create a campaign
Add contact to a campaign
Create a LinkedIn campaign
Add contact to a LinkedIn campaign
Create an advanced campaign
List campaigns
Add Contact to blacklist
Search Linkedin Campaign
Search advanced campaigns
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch advanced campaign
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.
Create a campaign
Create a new campaign with targeted email lists and content setup.
Add contact to a campaign
Add a contact to a specific campaign for targeted outreach and engagement.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Plan) and Emelia accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Plan) triggers actions in Emelia (or vice versa).
Absolutely. You can customize how YNAB (You Need a Plan) data is recorded in Emelia. This includes choosing which data fields go into which fields of Emelia, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Plan) and Emelia 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 Emelia. 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 Emelia
Emilia is the only platform dedicated to Growth Marketing teams and B2B automation companies that has 3 e-mail addresses for cold-emailing.
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