Connect YNAB to EquipDash

Both apps 71YNAB 18EquipDash 53

• 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
  Booking Cancelled

  Triggers when a booking is cancelled.

• Trigger
  Booking Checked In

  Triggers when a booking is checked in.

• Trigger
  Booking Picked Up

  Triggers when a booking is picked up.

• Trigger
  Booking Returned

  Triggers when a booking is returned.

• Trigger
  Booking Status Changed

  Triggers when a booking status changes.

• Trigger
  Booking Updated

  Triggers when a booking is updated.

• Trigger
  Customer Updated

  Triggers when a customer is updated.

• Trigger
  Experience Created

  Triggers when a new experience is created.

• Trigger
  Experience Schedule Created

  Triggers when an experience schedule is created.

• Trigger
  Experience Updated

  Triggers when an experience is updated.

• Trigger
  Inventory Added

  Triggers when inventory is added to a product.

• Trigger
  Inventory Updated

  Triggers when inventory is updated.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  Payment Received

  Triggers when a payment is received.

• Trigger
  Product Created

  Triggers when a new product is created.

• Trigger
  Product Updated

  Triggers when a product is updated.

• Trigger
  Promo Code Created

  Triggers when a new promo code is created.

• Trigger
  Shift Created

  Triggers when a new shift is created.

• Action
  Add Inventory to Product

  Adds inventory to a product.

• Action
  Add Note to Booking

  Adds a note to a booking.

• Action
  Add Note to Customer

  Adds a note to a customer.

• Action
  Add Note to Workshop

  Adds a note to a workshop item.

• Action
  Add Payment to Booking

  Adds a payment to a booking.

• Action
  Add Pricing to Product

  Adds a pricing tier to a product.

• Action
  Add Schedule to Experience

  Adds a schedule slot to an experience.

• Action
  Add to Workshop

  Adds an item to the workshop.

• Action
  Archive Experience

  Archives an experience.

• Action
  Archive Product

  Archives a product.

• Action
  Cancel Booking

  Cancels a booking.

• Action
  Check Product Availability

  Checks availability of a product for given dates.

• Action
  Create Booking

  Creates a new booking.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Experience

  Creates a new experience.

• Action
  Create Experience Category

  Creates a new experience category.

• Action
  Create Product

  Creates a new product.

• Action
  Create Product Category

  Creates a new product category.

• Action
  Create Promo Code

  Creates a new promo code.

• Action
  Create Shift

  Creates a new staff shift.

• Action
  Create Tag

  Creates a new tag.

• Action
  Create Voucher

  Creates a new voucher.

• Action
  Delete Customer

  Deletes a customer.

• Action
  Find Customer

  Finds a customer.

• Action
  Find Experience

  Finds a experience.

• Action
  Find Product

  Finds a product.

• Action
  Find Promo Code

  Finds a promo code.

• Action
  Find Staff

  Finds a staff.

• Action
  Find Voucher

  Finds a voucher.

• Action
  Remove From Workshop

  Removes an item from the workshop.

• Action
  Update Booking Status

  Updates the status of a booking.

• Action
  Update Customer

  Updates a customer.

• Action
  Update Experience

  Updates an experience.

• Action
  Update Product

  Updates a product.

• Action
  Update Tags on Booking

  Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.

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