Connect YNAB (You Need a Budget) and Freelo 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!
Create Project
List Invited Projects
Archive Project
Activate Project
Delete Project
List Archived Projects
List Projects
Create Tasklist
List Tasklists
Create Task
List Tasks
Active Tasks
Finish Task
Update Task
Delete Task
List Subtask
Create Subtask
Create Comment
List Comments
Create Work Report
List Work Reports
List Issued Invoices
Get Issued Invoices
Mark as Invoiced
Invite Users to the Projects by Email
Invite Users to the Projects by Users ID
List Users
List Files
List Notifications
List Events
List States
List Custom Fields Types
List Custom Filters
Ready to use YNAB (You Need a Budget) and Freelo automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggered when a new task is created in a project.
Project Created
Triggered when a project is created.
Work Report Updated
Triggered when a work report is updated.
Comment Updated
Triggered when a comment is updated.
Task Updated
Triggered when a task is updated.
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.
Create Project
Creates a new project in Freelo.
List Invited Projects
Get all Invited Projects in Freelo.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Freelo accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Freelo (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Freelo. This includes choosing which data fields go into which fields of Freelo, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Freelo 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 Freelo. 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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
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