Connect YNAB to BotMape

Both apps 27YNAB 18BotMape 9

• 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.

• Trigger
  New Lead Captured

  Triggers when a new lead is captured — either from a chat conversation or added manually.

• Action
  Add agent

  Create a new AI agent with custom configuration and personality. POST /api/chatbots

• Action
  Add knowledge base entry

  Add training content (FAQ, documentation, policies) to an AI agent; auto-embedded. POST /api/chatbots/:chatbotId/knowledge

• Action
  Create Lead

  Creates a new lead in your CRM. Use this to push leads from other tools into your CRM automatically.

• Action
  Delete knowledge base entry

  Remove a specific knowledge entry from an AI agent's training data. DELETE /api/chatbots/:chatbotId/knowledge/:knowledgeId

• Action
  Get agent

  Retrieve detailed information about a specific AI agent by ID. GET /api/chatbots/:id

• Action
  List agents

  Get all AI agents owned by the authenticated user with their configurations. GET /api/chatbots

• Action
  List knowledge base entries

  Retrieve all knowledge base entries that train an AI agent's responses. GET /api/chatbots/:chatbotId/knowledge

• Action
  Update agent

  Update an existing AI agent's configuration, personality, or appearance. PUT /api/chatbots/:id

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