WhatsAble + YNAB

Create new transactions in You Need A Budget when whatsapp numbers are updated in WhatsAble

Stay on top of your budgeting with this smart workflow. When a certain event occurs with your WhatsApp numbers in the WhatsAble app, it promptly creates a transaction within the You Need A Budget app. This process simplifies financial management, allowing you to monitor transactions without hassle. Perfect for those interested in optimizing personal finance management digitally.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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More things you can do with WhatsAble and YNAB

Discover other triggers and actions you can use with WhatsAble and YNAB

- How to Map Trigger Data
- Credential Type
  Required
Trigger
Instant
Try It
Schedule a Follow-Up Message
Schedule a follow-up to get sent later and add conditions so it only gets sent if the lead did not reply to you.
Action
Write
Send WhatsApp Message to a Group (Beta)
Send a WhatsApp message to a group. This is not with the official API and is a separate offering.
Action
Write
- Balance Below Amount
  Required
Trigger
Polling
Try It
- Age of Money Days
  Required
Trigger
Polling
Try It

Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Polling
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New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
Polling
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New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Polling
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New Payee
Triggers when a new payee is created.
Trigger
Polling
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- Account
  Required
Trigger
Polling
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- Category
  Required
- Budget Amount
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Get Delivery Status of a Message
Check if the message was delivered or not. Use this if you're not sure the number is correct and want to check if it was delivered and want to send a fallback email.
Action
Write
Send WhatsApp Message
Send WhatsApp Messages using the official WhatsApp API. You can add labels to a WhatsApp conversation and also write notes about the lead that will appear in WhatsAble's chat interface.
Action
Write
Update a Contact
Assign conversation to someone in your team, Add information in the notes, add/remove labels. Simply put the phone number and what information you want to change. This appears in the chat interface of our system.
Action
Write
Age of Money Changes
Triggers when your Age of Money changes.
Trigger
Polling
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- Balance Below Amount
  Required
Trigger
Polling
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New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
Polling
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New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
Polling
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Goal Completed
Triggers when a goal is completed.
Trigger
Polling
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New Category
Triggers when a new category is created.
Trigger
Polling
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New Transaction
Triggers when a new transaction is created.
Trigger
Polling
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- Category
  Required
Trigger
Polling
Try It
- Account
  Required
- Amount
  Required
- Date
  Required
- Payee Type
- Category
- Memo
- Cleared
- Approved?
  Required
- Flag Color
- Import_id
Action
Write

About WhatsAble

WhatsAble allows you to send messages to your WhatsApp, including documents, videos, images and audio.

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Related categories

Communication

About YNAB

YNAB is an award-winning personal finance app and method that helps you gain total control of your money. Spend, save, and live joyfully.

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Related categories

Accounting