Connect YNAB (You Need a Budget) and Savvycal 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!
Get Account User
List Events
List Scheduling Links
List Time Zones
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Trigger when new event is created
Event Canceled
Trigger when an event is canceled
Rescheduled Event
Trigger when an event is rescheduled.
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.
Get Account User
Get existing account user details
List Events
Get a list of your events scheduled via SavvyCal.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and Savvycal accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in Savvycal (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in Savvycal. This includes choosing which data fields go into which fields of Savvycal, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and Savvycal 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 Savvycal. 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 Savvycal
Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.
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