Connect Deskpro and YNAB (You Need a Budget) to Build Intelligent Automations
Choose a Trigger
When this happens...
New Organization
New Person Added
New Ticket
New Task
Choose an Action
Automatically do this!
Creates an Account
Get a User
Get all Transactions for a Specified Month
Get all Scheduled Transactions
Ready to use Deskpro and YNAB (You Need a Budget) automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
Do thisActions
Action is the task that follows automatically within your Deskpro integrations.
Create Brand
Create a Breand in Deskpro
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.
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Frequently Asked Questions
To start, connect both your Deskpro and YNAB (You Need a Budget) accounts to viaSocket. Once connected, you can set up a workflow where an event in Deskpro triggers actions in YNAB (You Need a Budget) (or vice versa).
Absolutely. You can customize how Deskpro data is recorded in YNAB (You Need a Budget). This includes choosing which data fields go into which fields of YNAB (You Need a Budget), setting up custom formats, and filtering out unwanted information.
The data sync between Deskpro and YNAB (You Need a Budget) 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 Deskpro and YNAB (You Need a Budget). 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.
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