Connect YNAB to Roam

Both apps 30YNAB 18Roam 12

• 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
  Lobby Booked

  Triggers when a lobby is booked.

• Trigger
  New Recording

  Triggers when a new meeting recording is saved in your Roam.

• Trigger
  New Transcript

  Triggers when a new transcript is saved in your Roam.

• Trigger
  On-Air: Event Created

  Triggers when a new On-Air event is created.

• Trigger
  On-Air: Guest Added

  Triggers when a guest is added to an On-Air event.

• Trigger
  On-Air: Guest RSVP Changed

  Triggers when a guest changes their RSVP status on an On-Air event.

• Action
  Create Meeting Link

  Creates a new Roam meeting link and returns its ID and shareable URL. Optionally set the host's email and the meeting's start and end times.

• Action
  Find User by Email

  Looks up a member of your Roam organization by their email address and returns their profile, including user ID, name, photo and admin status.

• Action
  On-Air: Add Guest

  Adds a guest to a Roam On-Air event by email, optionally setting their name, phone and RSVP status, and returns the created guest.

• Action
  On-Air: Find Event

  Returns the On-Air events whose title contains the text you search for, taken from your most recent events. Returns an empty list when nothing matches.

• Action
  Send Channel Message

  Posts a message to a Roam channel and returns the message's timestamp, which you can reuse to reply in the same thread.

• Action
  Send Direct Message

  Sends a direct message to one person in Roam and returns the conversation ID plus the message's timestamp, which you can reuse to reply in the same thread.

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