Connect YNAB to Bland AI

Both apps 34YNAB 18Bland AI 16

• 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.

• Action
  Add Contact

  Adds a contact to Bland. If a contact with the same phone number, email or external ID already exists, that contact is returned instead of creating a duplicate.

• Action
  Add Knowledge Base

  Creates a new Bland knowledge base item from text you provide, so your AI agents can search it during calls.

• Action
  Add Pathway

  Create a new, empty conversational pathway in Bland AI.

• Action
  Delete Knowledge Base

  Delete a knowledge base item.

• Action
  Delete Pathway

  Delete a conversational pathway.

• Action
  Find Contacts by criteria

  Finds a contact matching the specified phone number, email or external ID.

• Action
  Get Batch

  Retrieve metadata for a specific batch.

• Action
  Get Contact

  Retrieve a Bland contact by ID, including identifiers, memories and metadata.

• Action
  Get Knowledge Base

  Retrieves a specific knowledge base item by ID, including its status, metadata and file information.

• Action
  Get Pathway

  Returns a conversational pathway in your Bland account, including its name, description, nodes and edges.

• Action
  List Contacts

  Lists the contacts in your Bland organization, including each contact's identifiers and memories.

• Action
  List Knowledge Bases

  Lists the knowledge base items in your Bland organization, including their name, status and type.

• Action
  List Pathways

  Returns all conversational pathways in the Bland account, including each pathway's name, description, nodes and edges.

• Action
  Update Contact

  Update an existing contact's information.

• Action
  Update Knowledge Base

  Updates a knowledge base item's name and/or description. The item's content is not changed.

• Action
  Update Pathway

  Updates a conversational pathway's name, description, nodes and edges. Fields left blank are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.