Integration
Connect MeisterTask to YNAB
When something happens in MeisterTask, 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.
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What do you want MeisterTask 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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Triggers and actions 23 triggers · 13 actions
Trigger
New AttachmentTriggers when a new file is attached to any task in the project you pick. Returns the attachment's name, type and download link along with the task it belongs to.
Trigger
New Checklist ItemTriggers when a new checklist item is added to any task in the project you pick. Returns the item's text and status along with the checklist and task it belongs to.
Trigger
New CommentTriggers when a new comment is posted on any task in the project you pick. Returns the comment text and author along with the task it was posted on.
Trigger
New LabelTriggers when a new label is created in the project you pick. Returns the label's name and color.
Trigger
New PersonTriggers when a new person joins your MeisterTask account. Returns their name, email address and when they were added.
Trigger
New ProjectTriggers when a new project is created in your MeisterTask account. Returns the project's name, notes and status.
Trigger
New SectionTriggers when a new section (column) is added to the project you pick. Returns the section's name, color and work-in-progress limit.
Trigger
New TaskTriggers when a new task is created in the project you pick. Returns the task's title, notes, section and assignee.
Trigger
New Task LabelTriggers when a label is added to any task in the project you pick. Returns the label's name and color along with the task it was added to.
Action
Create AttachmentUploads a file and attaches it to a MeisterTask task. Returns the new attachment's ID, name and download link.
Action
Create LabelCreates a new label in a MeisterTask project. Returns the label's ID, name and color.
Action
Create TaskCreates a new task in a MeisterTask section. Returns the task's ID, title, section and project.
Action
Create Task LabelAdds an existing project label to a MeisterTask task. Returns the link between the task and the label.
Action
Find AttachmentFinds an attachment on a MeisterTask task by name. Returns whether a match was found along with the attachment's ID, name and download link.
Action
Find LabelFinds a label in a MeisterTask project by name. Returns whether a match was found along with the label's ID and color.
Action
Find PersonFinds a person in your MeisterTask account by email address or full name. Returns whether a match was found along with the person's ID, name and email.
Action
Find TaskFinds a task in a MeisterTask project by title, optionally limited to one section. Returns whether a match was found along with the task's ID, section and assignee.
Action
Update TaskUpdates a MeisterTask task. Only the values you supply are changed — anything you leave blank keeps its current value.
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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