Connect YNAB (You Need a Budget) and Libeo 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!
Delete Invoice
Create Invoice
Create Supplier
Search Supplier
Enable Integrations or automations with these events of YNAB (You Need a Budget) and Libeo
Enable Integrations or automations with these events of YNAB (You Need a Budget) and Libeo
Actions
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.
Delete Invoice
Deletes an invoice
Create Invoice
Creates an Invoice ready to be paid.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Libeo accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Libeo (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Libeo. This includes choosing which data fields go into which fields of Libeo, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Libeo 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 Libeo. 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 Libeo
Libeo is a platform designed to simplify and automate the management of invoices and payments for businesses. It offers a seamless way to handle accounts payable and receivable, making financial operations more efficient and less time-consuming.
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