Integration

Connect Booqable to YNAB

When something happens in Booqable, your agent does the next thing in YNAB. Describe it in plain language and the automation is built, tested on every branch and kept running.

Booqable8 triggersBooqable15 actionsYNAB14 triggersYNAB4 actions

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What do you want Booqable and YNAB to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Booqable and YNAB

Triggers and actions 22 triggers · 19 actions

Trigger
Completed Payment
Triggers when a payment is completed.
Trigger
Finalize Invoice
Triggers when an invoice is finalized.
Trigger
New Customer
Triggers when a new customer is added.
Trigger
New Product
Fires when a new product is created in the catalog. Poll GET /api/boomerang/products sorted by created_at.
Trigger
Reserved Order
Triggers when an order is reserved.
Trigger
Started Order
Triggers when an order is started.
Trigger
Stopped Order
Triggers when an order is stopped.
Trigger
Updated Order
Triggers when an order is updated.
Action
Create Coupon
Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.
Action
Create Customer
Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.
Action
Create Order
Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.
Action
Find Customer - By ID
Returns one Booqable customer by its id, including the account's own customer custom fields.
Action
Find Customer - By Name or Email
Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.
Action
Find Order - By ID
Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.
Action
Find Product - By ID
Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.
Action
List Customers
Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.
Action
List Documents
Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.
Action
List Locations
Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.
Action
List Orders
Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.
Action
List Payments
Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.
Action
List Products
Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.
Action
List Stock Items
Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.
Action
Update Customer
Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.
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.

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The other way round: YNAB to Booqable