Connect YNAB (You Need a Budget) and OneHash Chat 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 a Contact
Get all Contacts
Get a Contact
Delete a Contact
Update a Contact
Get all Conversations Details
Get Conversation Counts
Create a Team
Get all Teams
Update a Team
List Agents in Team
Get all Messages
Delete a Message
Add Labels
Get all Labels
Add a New Agent
List Agents in Account
Update a Agent in Account
Delete an Agent from Account
Get a Automation Rule Details
List all Automation Rules
Delete a Automation Rule
Ready to use YNAB (You Need a Budget) and OneHash Chat automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message is Created
Triggers when a new messsage is created.
New Conversation is Created
Triggers when a new conversation is created.
Conversation is Updated
Triggers when an existing conversation is update.
Conversation Status is Changed
Triggers when a conversation status is changed.
Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when an existing contact 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 a Contact
Creates a new contact.
Get all Contacts
Listing all the resolved contacts.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and OneHash Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in OneHash Chat (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in OneHash Chat. This includes choosing which data fields go into which fields of OneHash Chat, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and OneHash Chat 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 OneHash Chat. 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 OneHash Chat
OneHash Chat is a comprehensive communication platform designed to streamline interactions and enhance collaboration within organizations. It offers a suite of features including real-time messaging, file sharing, and integration with various business tools to ensure seamless workflow and productivity.
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