Connect Senta and YNAB

Both apps 31Senta 13YNAB 18

• Trigger
  Job Becomes Overdue

  Triggers when a job in Senta becomes overdue, optionally only for one client or one job template.

• Trigger
  Job Becomes Ready

  Triggers when a job in Senta becomes ready, optionally only for one client or job template.

• Trigger
  Job Cancelled

  Triggers when a job in Senta is cancelled, optionally limited to one client or job template.

• Trigger
  Job Completed

  Triggers when a job in Senta is completed, optionally only for one client or job template.

• Trigger
  Job Created

  Triggers when a new job is created in Senta, optionally only for a specific client or job template.

• Trigger
  Job Updated

  Triggers when a job is updated in Senta, firing once for each change to a job's details.

• Action
  Create a New Client

  Creates a new client company in your Senta practice and returns its id.

• Action
  Create a New Note

  Creates a note on a Senta client company, optionally linked to one of its jobs, and returns the new note.

• Action
  Delete client

  Deletes a client from your Senta practice by its ID.

• Action
  Find a Client

  Returns the Senta clients whose details match the keywords you search for, with each client's id and name.

• Action
  Get client

  Returns one client company by its ID, including the fields your practice has customised and the client's contacts.

• Action
  List jobs

  Returns the jobs in your Senta practice, optionally narrowed to one client, one job template or one job status.

• Action
  Update a Client

  Updates an existing client company in Senta, changing only the details you fill in and adding or updating its contacts. Returns the client's full record after the update.

• 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.