Connect YNAB to SalesSuite

Both apps 30YNAB 18SalesSuite 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.

• Action
  Create Contact

  Creates a contact (for example a company) with its main contact person.

• Action
  Create Deal

  Creates a deal for an existing contact in the chosen pipeline phase.

• Action
  Create Note

  Adds a note to a contact or a deal. The note may be plain text or simple HTML.

• Action
  Create or Update Contact

  Creates a contact, or updates the existing contact whose contact person has the given email.

• Action
  Find Contact by Email

  Finds the contacts that have a contact person with the given primary email address.

• Action
  Find Contact by Id

  Returns a contact by its ID, with its main contact person and any additional contact persons.

• Action
  Find Contact by Search

  Searches contacts by matching text against contact and contact-person data, searchable properties and related notes.

• Action
  Find Deal by Id

  Returns a deal by its ID, including its contact, pipeline, phase, closing date and volume.

• Action
  Find Deals by Email

  Finds the deals linked to contacts that have a contact person with the given primary email address.

• Action
  List Pipelines

  Returns the pipelines you can read, with their phases.

• Action
  Update Contact

  Updates a contact's properties without changing its contact persons. Fields left empty are not changed.

• Action
  Update Deal

  Updates a deal's name, closing date or value, and can move it to another contact or pipeline phase. Fields left empty are not changed.

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