Paperform + You Need A Budget Integrations

How to connect Paperform + You Need A Budget

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New Form Submission
Triggers when a form is submitted.
Trigger
Instant
Low Account Balance
Triggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Scheduled
Age of Money Changes
Triggers when your Age of Money changes.
Trigger
Scheduled
Age of Money Reaches
Triggers when your Age of Money reaches a specified number of days.
Trigger
Scheduled
Low Category Balance
Triggers when a category balance drops below a certain amount.
Trigger
Scheduled

Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Scheduled
New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
Scheduled

New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
Scheduled

You Need A Budget
Triggers when a scheduled transaction is created or updated.
Scheduled
Trigger
You Need A Budget
Triggers when a transaction is created or updated.
Scheduled
Trigger
You Need A Budget
Triggers when a goal is completed.
Scheduled
Trigger
You Need A Budget
Triggers when a new account is created.
Scheduled
Trigger
You Need A Budget
Triggers when a new category is created.
Scheduled
Trigger
You Need A Budget
Triggers when a new payee is created.
Scheduled
Trigger
You Need A Budget
Triggers when a new transaction is created.
Scheduled
Trigger
You Need A Budget
Triggers when a new outflow transaction is created in an account.
Scheduled
Trigger
You Need A Budget
Triggers when a new outflow transaction is assigned to a category.
Scheduled
Trigger
You Need A Budget
Budgets to a category in the current month.
Scheduled
Action
You Need A Budget
Creates a new transaction.
Scheduled
Action

Step 1: Authenticate Paperform and You Need A Budget.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.