
When this happens...
New Order
New Shipping Label
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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new order is created in Shippo.
Trigger when a new shipping label is created.
Action is the task that follows automatically within your Shippo integrations.
Get a list of orders that match your filters, such as status, date range, or store.
Creates a new shipping order in Shippo.
Gets a shipping label by label ID or by searching with filters.
Creates a new account.
Get an existing user details.
Get transactions and summary for a chosen budget month.

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To start, connect both your Shippo and YNAB (You Need a Budget) accounts to viaSocket. Once connected, you can set up a workflow where an event in Shippo triggers actions in YNAB (You Need a Budget) (or vice versa).
Absolutely. You can customize how Shippo 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 Shippo 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 Shippo 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.
Shippo's API standardizes carrier processes and streamlines the complexities of shipping, so you can offer a best-in-class solution without the upkeep.
Learn MoreYNAB (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.
Learn More