Connect Cirqll and YNAB

Both apps 39Cirqll 21YNAB 18

• Trigger
  New Note Event

  Triggers when a note is created, updated or deleted.

• Trigger
  New Task Event

  Triggers when a task is created, updated or deleted.

• Action
  Create Appointment

  Creates a new appointment.

• Action
  Create Assignment

  Creates a new assignment.

• Action
  Create Chance

  Creates a new chance.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Contract

  Create a new contract and associate it with a customer.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Email

  Logs an email in Cirqll and associates it with a customer.

• Action
  Create Note

  Creates a new note.

• Action
  Create Task

  Creates a new task.

• Action
  Find Contact

  Finds Cirqll contacts matching a filter and returns the matches, the first match, and whether any matched.

• Action
  Find Contract

  Find contracts in Cirqll that match a filter. Returns up to 100 matches plus the first match.

• Action
  Find Customer

  Searches for an existing customer.

• Action
  Find Email

  Find emails tracked in Cirqll that match a filter. Returns up to 100 matches plus the first match.

• Action
  Find Field

  Find custom field definitions in Cirqll by a filter (name, type, category and so on).

• Action
  Find Note

  Searches for an existing note.

• Action
  Find Task

  Finds tasks in Cirqll that match a filter, returning up to 100 matches and the first match.

• Action
  Find User

  Find users in your Cirqll organisation that match a filter, such as a name or email address.

• Action
  Update Appointment

  Update an existing appointment's time, participants, or details.

• Action
  Update Chance

  Update a chance.

• 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.