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What do you want Knack and YNAB to do together?
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Triggers and actions 15 triggers · 15 actions
Trigger
New View RecordFires when a new record appears in a Knack page view — polls a view's records (respects the view's access control and filters), the view-based counterpart to New Record.
Action
Create RecordAdd a new record to a Knack object. Provide field values as a JSON object keyed by field key (e.g. field_1).
Action
Create View Recordcreate a record through a view, including inserting a connected record (view-based)
Action
Delete RecordDelete a record from a Knack object by ID.
Action
Delete View Recorddelete a record through a view (view-based)
Action
Get RecordRetrieve a single record by ID from a Knack object.
Action
Get View RecordRetrieve a single record through a page view by its ID — returns only the fields exposed by the view and respects the view's access control, the view-based counterpart to Get Record.
Action
List RecordsRetrieve records from a Knack object, with optional paging and filters.
Action
List View Recordsretrieve records through a view (view-based, applies view permissions/filters)
Action
Update RecordUpdate an existing record in a Knack object by ID.
Action
Update View Recordupdate a record through a view (view-based)
Action
Upload File or Imageupload a file or image asset to associate with a record field
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.