Connect YNAB (You Need a Plan) and LiveAgent 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!
List Customers
List Conversations
Add New Customer
Add Customer to Group
Remove Customer From Group
List Companies
List Customers Groups
List Departments
List Knowledgebases
List Tags
List Widgets
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is added.
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.
List Customers
Get details of all customers.
List Conversations
Get details of all conversations.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Plan) and LiveAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Plan) triggers actions in LiveAgent (or vice versa).
Absolutely. You can customize how YNAB (You Need a Plan) data is recorded in LiveAgent. This includes choosing which data fields go into which fields of LiveAgent, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Plan) and LiveAgent 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 LiveAgent. 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 LiveAgent
LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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