Connect YNAB (You Need a Budget) and Productroad 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!
Change Post Status
Create Post
Create a post on behalf of the customer
Ready to use YNAB (You Need a Budget) and Productroad automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Trigger when new post created.
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.
Change Post Status
To change status of the post you need to know ID of that post
Create Post
You can create posts on your own behalf or on behalf of your users.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Productroad accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Productroad (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Productroad. This includes choosing which data fields go into which fields of Productroad, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Productroad 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 Productroad. 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 Productroad
Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
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