Integration

Connect Myphoner to YNAB

When something happens in Myphoner, 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.

Myphoner11 triggersMyphoner14 actionsYNAB14 triggersYNAB4 actions

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What do you want Myphoner 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 Myphoner and YNAB

Triggers and actions 25 triggers · 18 actions

Trigger
Archived Lead
Triggers when a lead is archived (marked 'archive').
Trigger
Call Back
Triggers when a lead is marked for 'call back'.
Trigger
Lead updated (instant)
Fires when a lead's information is updated by an agent (webhook event: lead_updated).
Trigger
Lost Lead
Triggers when a lead is lost (marked 'loser').
Trigger
New call (instant)
Fires when a new call is conducted (webhook event: new_call).
Trigger
New call recording (instant)
Fires when a new call recording becomes available (webhook event: new_recording).
Trigger
New comment (instant)
Fires when a new comment is created for a lead (webhook event: new_comment).
Trigger
New lead (instant)
Fires when a new lead is created in Myphoner (webhook event: lead_created).
Trigger
New Winner
Triggers when a lead is won.
Trigger
Text message received (instant)
Fires when a text message is received from a lead (webhook event: inbound_text).
Trigger
Text message sent (instant)
Fires when a text message is sent to a lead (webhook event: text).
Action
Archive a lead
Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
Action
Create a list
Creates a new lead list in Myphoner, optionally defining its columns.
Action
Create Lead
Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
Action
Find Lead
Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
Action
Get a lead
Returns one Myphoner lead by its ID, including every column defined on the lead's list.
Action
Get a list
Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
Action
List leads
Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
Action
List lists
Returns every lead list in the Myphoner account, with each list's name, ID and lead count.
Action
Mark Lead as Loser
Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
Action
Mark Lead as Winner
Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
Action
Mark Lead for Call Back
Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
Action
Move a lead to another list
Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
Action
Search for Lead
Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.
Action
Update Lead
Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
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.

Each app on its own

The other way round: YNAB to Myphoner