Connect Docsumo and YNAB (You Need a Budget) to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docsumo
Choose an Action
Automatically do this!
Creates an Account
Get a User
Get all Transactions for a Specified Month
Get all Scheduled Transactions
Enable Integrations or automations with these events of Docsumo and YNAB (You Need a Budget)
Enable Integrations or automations with these events of Docsumo and YNAB (You Need a Budget)
Actions
Folder Creation
Create a new folder in your Docsumo account to organize and categorize documents.
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Docsumo and YNAB (You Need a Budget) accounts to viaSocket. Once connected, you can set up a workflow where an event in Docsumo triggers actions in YNAB (You Need a Budget) (or vice versa).
Absolutely. You can customize how Docsumo 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 Docsumo 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 Docsumo 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 Docsumo
Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.
Learn MoreAbout 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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