Connect YNAB (You Need a Budget) and SafetyCulture 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 Users by Email
Create Inspection Edit Link
Create Public Inspection Report Link
Start Inspection
Start Inspection Report Export
Share Inspection
List Credential Settings
List Actions
List Feed For Groups
List Inspection Items
List Inspections
List Issue Assignees
List Issues
List Schedule Assignees
List Schedule Occurrences
List Schedules
List Site Members
List Sites
List Templates
List Feed For Users
List Course Progress
List Schedule Items
Ready to use YNAB (You Need a Budget) and SafetyCulture automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Inspection Completed
Triggers when an inspection from a selected template is completed.
Any Inspection Completed
Triggers when any inspection is completed.
Action Created
Triggers when an action is created.
Inspection Started
Trigger when Inspection Started
Inspection Update
Trigger when Inspection Update
Inspection Archived
Trigger when Inspection Archived
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.
Find Users by Email
Finds a user in your organization by email.
Create Inspection Edit Link
Creates a link that you can use to edit an inspection in iAuditor (web app and mobile app). Please note that the "view, edit" access level is required at a minimum to edit inspections.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and SafetyCulture accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in SafetyCulture (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in SafetyCulture. This includes choosing which data fields go into which fields of SafetyCulture, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and SafetyCulture 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 SafetyCulture. 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 SafetyCulture
SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.
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