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Triggers and actions 14 triggers ยท 19 actions
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
Trigger
Goal CompletedTriggers when a goal is completed.
Trigger
Low Account BalanceTriggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category BalanceTriggers when a category balance drops below a certain amount.
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New or Updated AccountTriggers when a new account is created or an existing account is updated.
Trigger
New or Updated CategoryTriggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled TransactionTriggers when a scheduled transaction is created or updated.
Trigger
New or Updated TransactionTriggers when a transaction is created or updated.
Trigger
New PayeeTriggers when a new payee is created.
Trigger
New TransactionTriggers when a new transaction is created.
Trigger
Spending in AccountTriggers when a new outflow transaction is created in an account.
Trigger
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
Action
Budget to a CategoryBudgets to a category in the current month.
Action
Create TransactionCreates a new transaction.
Action
Get Current Budget MonthReturns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month SummaryReturns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Add comment to taskAdds a comment to a task. POST /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/comment-only
Action
Add mailboxCreates a new mailbox with default settings. POST /{account_id}/mailboxes
Action
Add projectCreates a new project. POST /{account_id}/internal-projects
Action
Add taskCreates a new task in a project. POST /{account_id}/internal-projects/{internal_project_id}/tasks
Action
Delete taskPermanently deletes a task. DELETE /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
Action
Find tasksReturns a list of tasks matching search criteria. GET /{account_id}/tasks/search or POST /{account_id}/search/tasks
Action
Get mailboxReturns details of a mailbox including members and reply signature. GET /{account_id}/mailboxes/{mailbox_id}
Action
Get projectReturns project details (name, favorited, members). GET /{account_id}/internal-projects/{internal_project_id}
Action
Get taskGets the details of a task. GET /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
Action
List accountsReturns the accounts the user has access to. GET /accounts
Action
List mailboxesReturns mailbox ID/name pairs the user has access to. GET /{account_id}/mailboxes/for-selection
Action
List projectsReturns project ID/name pairs the user has access to. GET /{account_id}/internal-projects/for-selection
Action
List workflowsReturns all published workflows available for an account. GET /{account_id}/workflows/for-selection
Action
Update task statusUpdates the status for a task. PUT /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/status
Action
Upload fileUploads a file and returns the ID of the file. POST /{account_id}/files/upload
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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