Connect Kajabi and YNAB (You Need a Budget) to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Is Submitted
Tag Added
Tag Removed
New Purchased
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 Kajabi and YNAB (You Need a Budget) automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Is Submitted
Runs when form is submitted
Tag Added
Triggers when tag is added to the contact.
Tag Removed
Triggers when tag is removed from a contact.
New Purchased
Runs when offer is purchased
Do thisActions
Action is the task that follows automatically within your Kajabi integrations.
Grant Access to an Offer
Give a contact access to a Kajabi offer. Creates the contact automatically if they don't exist yet, and optionally sends them a welcome email.
List All Sites
Show all your sites
List Offers
Get active offers for a site
Revoke Access to an Offer
Revokes access to an offer from the specified member.
List Contact Tags
List contact tags for a site
Create Contact
Add a contact to your site
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Frequently Asked Questions
To start, connect both your Kajabi and YNAB (You Need a Budget) accounts to viaSocket. Once connected, you can set up a workflow where an event in Kajabi triggers actions in YNAB (You Need a Budget) (or vice versa).
Absolutely. You can customize how Kajabi 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 Kajabi 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 Kajabi 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 Kajabi
Kajabi is an all in one platform for selling, marketing, and delivering your online content.
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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