Connect Domo and YNAB (You Need a Budget) to Build Intelligent Automations
Choose a Trigger
When this happens...
New DataSet Is Created
New Card Created
New Task Created
New Project Created
Choose an Action
Automatically do this!
Creates an Account
Get a User
Get Budget Month
Get all Transactions for a Specified Month
Get all Scheduled Transactions
Get Transactions From Budget
Ready to use Domo and YNAB (You Need a Budget) automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New DataSet Is Created
Runs when new DataSet is created
New Card Created
Runs when a new card is created in Domo.
New Task Created
Runs when a new task is created.
New Project Created
Runs when a new project is created.
Do thisActions
Action is the task that follows automatically within your Domo integrations.
Create DataSet
Create a new DataSet in Domo.
Create List
Creates a new list in a Domo project with a specified name and type, and an optional order.
Update List
Updates an existing list in Domo with a new name, type, or position.
Create Group
Creates a new Domo group with the name you provide.
Create Project
Create a project with a name, team members, visibility, description, and due date.
Update Project
Update a project's name, description, due date, or public/private setting.
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Frequently Asked Questions
To start, connect both your Domo and YNAB (You Need a Budget) accounts to viaSocket. Once connected, you can set up a workflow where an event in Domo triggers actions in YNAB (You Need a Budget) (or vice versa).
Absolutely. You can customize how Domo 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 Domo 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 Domo 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 Domo
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
Learn MoreAbout YNAB (You Need a Budget)
YNAB (You Need A Budget)'s app is a friendly, flexible plan to simplify spending decisions and clarify priorities—making it easier than ever to get good at money. Track progress, reflect as you go, and reach your goals.
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