Connect YNAB (You Need a Budget) and Fathom to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Action Item
Triggers when there's a new action item from a meeting.
New Al Summary
Triggers when there's a new Al summary from a meeting.
New Recording Available
Triggers when there's a new meeting recording.
New Transcript
Triggers when there's a new transcript from a meeting.
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 meetings
Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.
List Teams
Retrieve all teams in your Fathom account.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Fathom accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Fathom (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Fathom. This includes choosing which data fields go into which fields of Fathom, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Fathom 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 Fathom. 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 Fathom
Fathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
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