
When this happens...
New User
New Appointment
Appointment Changes
User Is Created, Updated, or Deleted
New Form
Credit Purchase
Send Mail
Reminder or Follow Up Arrives

Automatically do this!
Get all Categories
Create an Account
Budget to a Category
Create a Transaction
Get all Budgets
Get all Users
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when user creates new login
Runs when new appointment is created
Runs when appointment is created, changed, or deleted
Runs when User Is Created, Updated, or Deleted
Runs when Stand-Alone Form Is Submitted
Runs when credit purchase
Action is the task that follows automatically within your SuperSaaS integrations.
List all existing categories related to a budget.
Creates a new account.
Budget to a category in the current month.
Creates a new Trasaction.
Get an all existing budgets.
Get an existing user details.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SuperSaaS and You Need a Budget accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in You Need a Budget (or vice versa).
Absolutely. You can customize how SuperSaaS 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 SuperSaaS 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 SuperSaaS 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.
Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.
Learn MoreManage 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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