Connect YNAB (You Need a Budget) and TimelinesAI 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!
Send Message to New Chat
Send Uploaded File to Existing Chat
Send Message to Existing Chat
Find Whatsapp Account
Close Chat
Find Uploaded File
Ready to use YNAB (You Need a Budget) and TimelinesAI automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Uploaded File
Triggers when new uploaded_file is created.
New Whatsapp Account
Triggers when new whatsapp_accounts is 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.
Send Message to New Chat
Sends a message to a new chat.
Send Uploaded File to Existing Chat
Sends an uploaded file to an existing chat.
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Frequently Asked Questions
To start, connect both your YNAB (You Need a Budget) and TimelinesAI accounts to viaSocket. Once connected, you can set up a workflow where an event in YNAB (You Need a Budget) triggers actions in TimelinesAI (or vice versa).
Absolutely. You can customize how YNAB (You Need a Budget) data is recorded in TimelinesAI. This includes choosing which data fields go into which fields of TimelinesAI, setting up custom formats, and filtering out unwanted information.
The data sync between YNAB (You Need a Budget) and TimelinesAI 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 TimelinesAI. 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 TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
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