
When this happens...
New Customer
Update Customer
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.
Trigger when a new customer created.
Triggers when an existing customer is updated.
Action is the task that follows automatically within your Urable integrations.
Retrieves the detail of customer based on email address.
Retrieves the detail of all items.
Creates a new customer
Updates an existing customer
Creates a new account.
Get an existing user details.

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To start, connect both your Urable and YNAB (You Need a Budget) accounts to viaSocket. Once connected, you can set up a workflow where an event in Urable triggers actions in YNAB (You Need a Budget) (or vice versa).
Absolutely. You can customize how Urable 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 Urable 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 Urable 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.
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
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.
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