Connect Benetics to YNAB

Both apps 47Benetics 29YNAB 18

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Add Plan Version

  Upload a new version of a plan. POST /plans/{plan_id}/versions.

• Action
  Add Project Member

  Add a member to a project. POST /projects/{project_id}/members.

• Action
  Add Task

  Create a new task on a project. POST /projects/{project_id}/tasks.

• Action
  Create Project

  Creates a new project.

• Action
  Delete Document

  Delete a document. DELETE /projects/{project_id}/documents/{document_id}.

• Action
  Delete Plan

  Delete a plan. DELETE /plans/{plan_id}.

• Action
  Delete Plan Version

  Remove one version of a plan from a project.

• Action
  Delete Project

  Delete a project. DELETE /projects/{project_id}.

• Action
  Delete Project Member

  Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.

• Action
  Delete Task

  Delete a task. DELETE /tasks/{task_id}.

• Action
  Document Upload

  Upload a document

• Action
  Get Project

  Get a single project by id. GET /projects/{project_id}.

• Action
  Get Report

  Get a single report by id. GET /reports/{report_id}.

• Action
  Get Task

  Get a single task by id. GET /tasks/{task_id}.

• Action
  List Members

  List members of the organization. GET /members.

• Action
  List Project Members

  List members assigned to a project. GET /projects/{project_id}/members.

• Action
  List Projects

  List projects in the organization. GET /projects.

• Action
  List Reports

  List reports for a project. GET /projects/{project_id}/reports.

• Action
  List Tasks

  List tasks for a project. GET /projects/{project_id}/tasks.

• Action
  Plan Upload

  Upload a plan

• Action
  Update Document

  Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.

• Action
  Update Plan

  Update a plan's fields. PATCH /plans/{plan_id}.

• Action
  Update Project

  Update a project's fields. PATCH /projects/{project_id}.

• Action
  Update Task

  Update a task's fields. PATCH /tasks/{task_id}.

• Action
  Upload File

  Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.

• Trigger
  Category Overspent

  Triggers when a category is overspent and has a negative balance.

• Trigger
  Goal Completed

  Triggers when a goal is completed.

• Trigger
  Low Account Balance

  Triggers when a Checking or Savings account balance drops below a certain amount during a month.

• Trigger
  Low Category Balance

  Triggers when a category balance drops below a certain amount.

• Trigger
  New Account

  Triggers when a new account is created.

• Trigger
  New Category

  Triggers when a new category is created.

• Trigger
  New or Updated Account

  Triggers when a new account is created or an existing account is updated.

• Trigger
  New or Updated Category

  Triggers when a new category is created or an existing category is updated.

• Trigger
  New or Updated Scheduled Transaction

  Triggers when a scheduled transaction is created or updated.

• Trigger
  New or Updated Transaction

  Triggers when a transaction is created or updated.

• Trigger
  New Payee

  Triggers when a new payee is created.

• Trigger
  New Transaction

  Triggers when a new transaction is created.

• Trigger
  Spending in Account

  Triggers when a new outflow transaction is created in an account.

• Trigger
  Spending in Category

  Triggers when a new outflow transaction is assigned to a category.

• Action
  Budget to a Category

  Budgets to a category in the current month.

• Action
  Create Transaction

  Creates a new transaction.

• Action
  Get Current Budget Month

  Returns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.

• Action
  Get Current Month Summary

  Returns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.