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What do you want JotForm and YNAB to do together?
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Triggers and actions 16 triggers · 39 actions
Trigger
New Form SubmissionPolling trigger: fires when a new submission is received for the specified form.
Trigger
New Form Submission (instant)Fires instantly via a self-registered JotForm webhook whenever the selected form receives a new submission. Instant alternative to the New Form Submission poller — the platform registers the webhook on activation and removes it on deactivation.
Action
Add New Question to Specified FormAdd new question to specified form
Action
Add or Edit a Single Question PropertiesAdd or edit a single question properties
Action
Add Resources to LabelAdd Resources to Label
Action
Add Submissions to the FormAdd Submissions to the Form
Action
Clone FormClone an existing form.
Action
Create FolderCreate Folder
Action
Create FormCreate a new form
Action
Create or Replace FormCreate new forms
Action
Create ReportCreate report
Action
Create SubmissionAdd a new submission to a form. Provide answers keyed by submission[<qid>] field names.
Action
Delete a ReportDelete a Report
Action
Delete FolderDelete Folder
Action
Delete FormDelete a form (moves to trash).
Action
Delete Form QuestionDelete Form Question
Action
Delete SubmissionDelete a single submission.
Action
Edit Submission DataEdit Submission Data
Action
Get Details About a QuestionGet Details About a Question
Action
Get FolderGet details of a specific folder including the forms it contains.
Action
Get FormGet the details of a specific form.
Action
Get Form FilesList files uploaded to a form's submissions.
Action
Get Form QuestionsGet a list of all questions on a form.
Action
Get HistoryGet History
Action
Get Label ResourcesGet Label Resources
Action
Get Report DetailsGet Report Details
Action
Get SubmissionGet details of a specific submission.
Action
Get User ReportsGet User Reports
Action
List Account SubmissionsList all submissions across all forms on the account.
Action
List FoldersGet a list of form folders on the account.
Action
List Form ReportsList all reports for a specific form.
Action
List FormsList all forms on the account.
Action
List Form SubmissionsList submissions for a specific form.
Action
Remove Resources from LabelRemove Resources from Label
Action
Replace Form PropertiesAdd or edit properties of a specific form
Action
Set Form PropertiesAdd or edit properties of a specific form
Action
Update FolderUpdate Folder
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
Trigger
Goal CompletedTriggers when a goal is completed.
Trigger
Low Account BalanceTriggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category BalanceTriggers when a category balance drops below a certain amount.
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New or Updated AccountTriggers when a new account is created or an existing account is updated.
Trigger
New or Updated CategoryTriggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled TransactionTriggers when a scheduled transaction is created or updated.
Trigger
New or Updated TransactionTriggers when a transaction is created or updated.
Trigger
New PayeeTriggers when a new payee is created.
Trigger
New TransactionTriggers when a new transaction is created.
Trigger
Spending in AccountTriggers when a new outflow transaction is created in an account.
Trigger
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
Action
Budget to a CategoryBudgets to a category in the current month.
Action
Create TransactionCreates a new transaction.
Action
Get Current Budget MonthReturns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month SummaryReturns 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.
Each app on its own
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