Connect Textline and YNAB

Both apps 32Textline 14YNAB 18

• Trigger
  New Contact

  Triggers when a new contact is added to your Textline address book.

• Trigger
  New Contact Message

  Triggers when a conversation in a Textline department gets new activity, such as a new message from a contact.

• Action
  Create/Update Contact

  Creates a contact in your Textline address book, or updates the existing contact with that phone number.

• Action
  Find Agent

  Finds a Textline agent by email address and returns their details and availability.

• Action
  Find Contact

  Finds a contact in your Textline address book by phone number and returns its details.

• Action
  Get Contact

  Returns a contact from your Textline address book by its UUID.

• Action
  Import Contact Message

  Imports a message into Textline as if the contact had sent it by SMS.

• Action
  Resolve Conversation

  Marks a Textline conversation as resolved, optionally with a disposition.

• Action
  Send Announcement

  Sends a Textline announcement to contacts chosen by phone numbers, a tag, or a saved search.

• Action
  Send Internal Note

  Adds an internal note (whisper), visible only to agents, to the conversation with a phone number.

• Action
  Send Message

  Sends a text message to a contact's phone number from a Textline department.

• Action
  Send Survey

  Sends a Textline survey to contacts chosen by phone numbers, a tag, or a saved search.

• Action
  Transfer Conversation

  Transfers a Textline conversation to another agent in the same department.

• Action
  Update Agent Status

  Turns a Textline agent's availability on or off.

• 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.