You Need A Budget (YNAB) + Textline Integration

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You Need A Budget (YNAB) + Textline Integration
1.
  • You Need A Budget (YNAB)
    Budget is created in You Need A Budget (YNAB)
  • You Need A Budget (YNAB)
    Account is created in You Need A Budget (YNAB)

    Triggers the automation whenever a budget is created

  • You Need A Budget (YNAB)
    Payee is created in You Need A Budget (YNAB)

    Triggers the automation whenever a new payee is created

  • You Need A Budget (YNAB)
    Transaction is created in You Need A Budget (YNAB)

    Triggers the automation whenever a new transaction is created

  • You Need A Budget (YNAB)
    Category is created in You Need A Budget (YNAB)

    Triggers the automation whenever a new category is created

  • Textline
    Customer post is received in Textline

    Triggers the automation whenever a post from a customer is received

    Instant
2.
  • You Need A Budget (YNAB)
    Create transaction in You Need A Budget (YNAB)

    Automatically creates a new transaction

  • You Need A Budget (YNAB)
    Update budget of category in You Need A Budget (YNAB)

    Automatically updates the budget of a category

  • Textline
    Search contact by phone number in Textline

    Automatically find information about a contact using the phone number

  • Textline
    Search agent in Textline

    Automatically searches for agent based on criteria

  • Textline
    Turn on availibility of agent in Textline

    Automatically turns on the availability of an agent

  • Textline
    Turn off availibility of agent in Textline

    Automatically turns off the availability of an agent

  • Textline
    Send message in Textline

    Automatically sends a message to a recipient

  • Textline
    Import contact message in Textline

    Automatically import a message from a contact file

  • Textline
    Create contact in Textline

    Automatically adds a new contact to the database

  • Textline
    Update contact in Textline

    Automatically updates contact information with new details

  • Textline
    Send survey in Textline

    Automatically sends a reply

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