Connect SuiteDash and YNAB

Both apps 30SuiteDash 12YNAB 18

• Trigger
  New Company

  Triggers when a new company is created in SuiteDash.

• Trigger
  New Contact

  Triggers when a new contact is created in SuiteDash.

• Trigger
  New Project

  Triggers when a new project is created in SuiteDash.

• Action
  Add contacts to marketing audience

  Subscribes a contact to one or more SuiteDash marketing audiences.

• Action
  Create Company

  Creates a new company in SuiteDash CRM with a role, optionally attaching a primary contact.

• Action
  Create Contact

  Creates a new CRM contact (lead, client or prospect) in SuiteDash.

• Action
  Find Company

  Finds a single SuiteDash company by its UID or name and returns the company record, including its custom fields.

• Action
  Find Contacts

  Finds a SuiteDash CRM contact by its UID or email address and returns the full contact record.

• Action
  Find Project

  Finds a single SuiteDash project by its UID, exact name, part of its name, or returns the most recently created project.

• Action
  List worlds

  Returns the Worlds set up in your SuiteDash account (requires the WORLDS Power-up).

• Action
  Update Contact

  Updates an existing SuiteDash CRM contact, found by its unique id or email, and returns the updated contact.

• Action
  Update Project

  Updates an existing SuiteDash project's name, status, dates, information and economics, found by its id or name.

• 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.