Connect YNAB to Hellotracks

Both apps 38YNAB 18Hellotracks 20

• 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
  Alert triggered

  Fires when a configured alert (late arrival, idle, zone entry/exit, low battery, etc.) triggers. Webhook key alert_triggered via /v1/webhooks or /api/setwebhooks (Hellotracks API).

• Trigger
  Completed Job

  Triggers when a job reaches a completed state.

• Trigger
  Member clocked in or out

  Fires when a worker turns location tracking on (clock-in) or off (clock-out) from the mobile app. Webhook key clock_in_out via /v1/webhooks or /api/setwebhooks (Hellotracks API).

• Trigger
  New Job

  Triggers when a job is created.

• Trigger
  Updated Job

  Triggers when a job is created, assigned, completed, archived, or otherwise updated.

• Action
  Add member

  Create a new team member (worker) account. POST /api/createaccount (Hellotracks API).

• Action
  Add place

  Create a new saved place/geofence. POST /api/createplace (Hellotracks API).

• Action
  Archive Job

  Archives a job by ID.

• Action
  Auto-assign jobs

  Automatically assign a set of unassigned jobs to available members. POST /api/autoassign (Hellotracks API).

• Action
  Create Job

  Creates or updates a job. If External ID matches an existing job, the existing job is updated.

• Action
  Delete Job

  Deletes a job by ID.

• Action
  Delete member

  Delete a team member account. POST /api/deleteaccount (Hellotracks API).

• Action
  Distribute job

  Assign/distribute one or more jobs to members for dispatch. POST /api/distributejobs (Hellotracks API).

• Action
  Find Member

  Finds a member by exact email, username, name, or UID.

• Action
  Generate report

  Generate a report (e.g. timesheet/activity) for a date range. POST /api/createreport (Hellotracks API); RPC-style call returning report data.

• Action
  Optimize route

  Compute an optimized route ordering for a member's assigned jobs. POST /api/routeoptimization (Hellotracks API); RPC-style call returning route data.

• Action
  Restore job

  Restore a previously archived job. POST /api/restorejobs (Hellotracks API).

• Action
  Update Job

  Updates a job by ID.

• Action
  Update member

  Edit an existing team member's fields. POST /api/editaccount (Hellotracks API).

• Action
  Update place

  Edit an existing saved place/geofence. POST /api/editplace (Hellotracks API).

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