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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New conversation
Trigger when new conversation is created
New message
Trigger when new message is created
New contact
Trigger when new contact is created
Do thisActions
Action is the task that follows automatically within your Reamaze integrations.
Get all Categories
List all existing categories related to a budget.
Create an Account
Creates a new account.
Budget to a Category
Budget to a category in the current month.
Create a Transaction
Creates a new Trasaction.
Get all Budgets
Get an all existing budgets.
Get all Users
Get an existing user details.
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Frequently Asked Questions
To start, connect both your Reamaze and You Need a Budget accounts to viaSocket. Once connected, you can set up a workflow where an event in Reamaze triggers actions in You Need a Budget (or vice versa).
Absolutely. You can customize how Reamaze data is recorded in You Need a Budget. This includes choosing which data fields go into which fields of You Need a Budget, setting up custom formats, and filtering out unwanted information.
The data sync between Reamaze and 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 Reamaze and 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 Reamaze
Reamaze is a web-based customer communication platform that integrates email, social media, and live chat functionalities to provide a comprehensive support solution for businesses.
Learn MoreAbout You Need a Budget
Manage your finances effectively with You Need A Budget. This tool helps you allocate every dollar you earn towards expenses, savings, and debts, ensuring you stay on top of your financial goals.
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