Connect YNAB to Stedi

Both apps 27YNAB 18Stedi 9

• 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
  Add event destination

  Create a new event destination for receiving Stedi webhook events.

• Action
  Check eligibility

  Runs a real-time eligibility and benefits check (X12 270/271) against a payer for a patient and returns the payer's coverage and benefits response.

• Action
  Delete event destination

  Permanently deletes a Stedi event destination so it stops receiving events. This cannot be undone; to pause delivery instead, update the destination's status to DISABLED.

• Action
  Find payers by criteria

  Searches the Stedi Payer Network for payers matching a name, payer ID or alias, optionally filtered by supported transaction types, coverage types, operating states and insurance programs. Returns matching payers ranked by relevance.

• Action
  Get event destination

  Retrieve an event destination by id.

• Action
  Get payer

  Retrieve a single payer record by id.

• Action
  List event destinations

  Lists the event destinations configured in your Stedi account, optionally filtered by status or event type.

• Action
  List payers

  Lists every payer Stedi supports, with payer IDs, aliases, supported transactions and enrollment requirements.

• Action
  Update event destination

  Updates an existing Stedi event destination's name, URL, subscribed event types, description, status or concurrency limit. Fields left blank 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.