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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Email Delivered
Triggers when an email has been delivered.
Email Processed
Triggers when an email has been processed.
Document Opened
Triggers when a document has been opened.
Document Signed
Triggers when a document has been signed.
Document Completed
Triggers when a document has been completed.
Dcument Declined
Triggers when an document has been declined.
Do thisActions
Action is the task that follows automatically within your You Need a Budget 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 You Need a Budget and Signaturit accounts to viaSocket. Once connected, you can set up a workflow where an event in You Need a Budget triggers actions in Signaturit (or vice versa).
Absolutely. You can customize how You Need a Budget data is recorded in Signaturit. This includes choosing which data fields go into which fields of Signaturit, setting up custom formats, and filtering out unwanted information.
The data sync between You Need a Budget and Signaturit 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 You Need a Budget and Signaturit. 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 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.
Learn MoreAbout Signaturit
Signaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.
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