Connect YNAB (You Need a Budget) and Paddle 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 Customer
Update Customer
Generate Customer Authentication Token
Create an Address
Update an Address
Create a Business
Create a Price
Search Product Price
Search Events
Search Customer
Search Products
Create a Discount
Search Discount
Update Discount
Search Price
Create a Discount Group
Update a Price
Update a Product
Update a Business
Ready to use YNAB (You Need a Budget) and Paddle automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Detects and returns customers newly created in Paddle since the last check (defaults to the past 15 minutes), ordered newest first.
New Address
Trigger when a new address is added for the selected Paddle customer. Returns addresses created since the last check.
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 Customer
Creates a new customer in Paddle.
Update Customer
Update an existing customer using their ID.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Paddle accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Paddle (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Paddle. This includes choosing which data fields go into which fields of Paddle, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Paddle 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 Paddle. 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 Paddle
Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.
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