Connect YNAB (You Need a Budget) and Natif 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!
Find uploaded documents
Get document by ID
Delete a document
Get extraction results
Get OCR results
List existing document sharing tokens
Create a token for sharing a document
Enable Integrations or automations with these events of YNAB (You Need a Budget) and Natif
Enable Integrations or automations with these events of YNAB (You Need a Budget) and Natif
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.
Find uploaded documents
Queries for documents that fulfill given parameters.
Get document by ID
Get information about the given document, amongst others the processing status.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Natif accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Natif (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Natif. This includes choosing which data fields go into which fields of Natif, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Natif 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 Natif. 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 Natif
Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.
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