Connect YNAB to Shade

Both apps 32YNAB 18Shade 14

• 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
  Asset Updated

  Triggers when an asset in the Shade drive and folder you select is added or changed.

• Trigger
  New Asset

  Triggers when a new asset appears in the Shade drive and folder you select.

• Trigger
  New Collection

  Triggers when a new collection is created in the Shade drive you select.

• Trigger
  New Drive

  Triggers when a new drive is created in the Shade workspace you select.

• Trigger
  New Public Share Link

  Triggers when a new public share link is created in the Shade drive you select.

• Trigger
  New Transcription

  Triggers when an asset in the Shade drive and folder you select finishes transcription.

• Trigger
  Public Share Link Updated

  Triggers when a public share link in the Shade drive you select is created or changed.

• Action
  Copy a File

  Copies a file or folder to another location within the same Shade drive.

• Action
  Create Folder

  Creates a folder at the path you supply in a Shade drive.

• Action
  Find an Asset

  Returns the assets in a Shade drive that match the text you search for, optionally narrowed by precision filters.

• Action
  Get Public Links for a File or Folder

  Returns the public share links that exist for a file or folder in a Shade drive.

• Action
  Search Asset Chunks

  Search a Shade drive and get back matching assets together with the specific chunks (subclips, document passages, image regions) that matched, with a relevance floor you control per media type.

• Action
  Search for an Asset by Description

  Searches a Shade drive with a plain-language description and returns the assets that match, using Shade's AI index.

• Action
  Share File or Folder

  Shares a file or folder in a Shade drive with the people you list, at the role you choose. Each person is emailed an invitation.

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