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Triggers and actions 14 triggers ยท 16 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
Create ContactCreates a contact in your Sent account.
Action
Delete ContactDeletes a contact from your Sent account.
Action
Find TemplatesSearches the message templates in your Sent account and returns the ones that match.
Action
Get ContactReturns a single contact and its details.
Action
Get Contact Message SummaryReturns a summary of the messages exchanged with a contact.
Action
Get MessageReturns a single message and its current delivery status.
Action
Get Message ActivitiesReturns the activity history for a message, including each delivery status change.
Action
Get TemplateReturns a single message template and its parameters.
Action
Lookup Phone NumberReturns carrier, line type, and reachability details for a phone number.
Action
Send MessageSends a message to one or more phone numbers from a Sent template, over SMS, WhatsApp, or RCS.
Action
Update ContactUpdates the details of an existing contact.
Action
Update TemplateUpdates an existing message template.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.