What you can automate

When new or Updated Account in YNAB, find or create account in Salesflare.

When new or Updated Scheduled Transaction in YNAB, create opportunity, then find or create contact in Salesflare.

When new or Updated Transaction in YNAB, create opportunity, then find or create contact in Salesflare.

When new Account in YNAB, find or create account in Salesflare.

When new Transaction in YNAB, create opportunity, then find or create contact in Salesflare.

About YNAB

YNAB is an award-winning personal finance app and method that helps you gain total control of your money. Spend, save, and live joyfully.

YNAB operations on Zapier

Start a workflow when this happens

Age of Money Changes — Triggers when your Age of Money changes.
Age of Money Reaches — Triggers when your Age of Money reaches a specified number of days.
Category Overspent — Triggers when a category is overspent and has a negative balance.
Goal Completed — Triggers when a goal is completed.
Low Account Balance — Triggers when a Checking or Savings account balance drops below a certain amount during a month.

Show 11 more triggers

Low Category Balance — Triggers when a category balance drops below a certain amount.
New Account — Triggers when a new account is created.
New Category — Triggers when a new category is created.
New Payee — Triggers when a new payee is created.
New Transaction — Triggers when a new transaction is created.
New or Updated Account — Triggers when a new account is created or an existing account is updated.
New or Updated Category — Triggers when a new category is created or an existing category is updated.
New or Updated Scheduled Transaction — Triggers when a scheduled transaction is created or updated.
New or Updated Transaction — Triggers when a transaction is created or updated.
Spending in Account — Triggers when a new outflow transaction is created in an account.
Spending in Category — Triggers when a new outflow transaction is assigned to a category.

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Budget to a Category — Budgets to a category in the current month.
Create Transaction — Creates a new transaction.

YNAB operations on Make

Things Salesflare can make it do

Budget to a Category — Updates the budget of a category for a specific month.
Create Transactions — Creates multiple transactions. Scheduled transactions cannot be created with this module.
Make an API Call — Performs an arbitrary authorized API call.

Look up existing records

YNAB and Salesflare