Connect Shopkit and YNAB (You Need a Budget) to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Client Updated
Client Deleted
New Product
Product Updated
Product Deleted
Product Update Stock
Client Tag Added
Client Wholesale Accepted
Client Wholesale Revoked
Client Wholesale Requested
Choose an Action
Automatically do this!
Creates an Account
Get a User
Get all Transactions for a Specified Month
Get all Scheduled Transactions
Ready to use Shopkit and YNAB (You Need a Budget) automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggered when a new client is created in your Shopkit store.
Client Updated
Triggered when a client is updated in your Shopkit store.
Client Deleted
Triggered when a client is deleted in your Shopkit store.
New Product
Triggeres when a new product is created in your Shopkit store.
Product Updated
Triggered when a product is updated in your Shopkit store.
Product Deleted
Triggered when a product is deleted in your Shopkit store.
Do thisActions
Action is the task that follows automatically within your Shopkit integrations.
Get Store Detail
Get the details of your store.
Create Brand
Creates a new brand for product categorization in Shopkit.
Create Category
Creates a new product category in Shopkit.
Create Client
Creates a new client in Shopkit.
Create Coupon
Creates a new discount coupon in Shopkit.
Create Media
Uploads a new media file to Shopkit.
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Frequently Asked Questions
To start, connect both your Shopkit and YNAB (You Need a Budget) accounts to viaSocket. Once connected, you can set up a workflow where an event in Shopkit triggers actions in YNAB (You Need a Budget) (or vice versa).
Absolutely. You can customize how Shopkit 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 Shopkit 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 Shopkit 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 Shopkit
Shopkit is a comprehensive eCommerce platform designed to streamline online retail operations. It offers a suite of tools for managing products, processing payments, and enhancing customer experiences, making it ideal for businesses looking to establish or expand their online presence.
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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