An automated workflow using zapier
Connects You Need A Budget + SMS
Get texts after new YNAB categories become overspent
About this workflow template
This automation scenario allows you to connect You Need A Budget and SMS
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
You Need A Budget and SMS can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in You Need A Budget
Category Overspent in You Need A Budget
Triggers when a category is overspent and has a negative balance.
Then this action happens in SMS
Send SMS in SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Get texts after new YNAB categories become overspent.
Part I
Configure Applications
First, we need to connect You Need A Budget and SMS to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect You Need A Budget to Zapier.
Give Zapier access to your You Need A Budget account, using You Need A Budget credentials.
Connect SMS to Zapier.
Give Zapier access to your SMS account, using SMS credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for You Need A Budget
Choose the following trigger: Category Overspent (Triggers when a category is overspent and has a negative balance.).
Then set up an Action for SMS
Choose this action: Send SMS (Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between You Need A Budget and SMS.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Get texts after new YNAB categories become overspent!
Supported triggers and actions
New transaction
Triggers when a new transaction is created.
triggerbyzapierSpending in category
Triggers when a new outflow transaction is assigned to a category.
triggerbyzapierAge of money reaches
Triggers when your Age of Money reaches a specified number of days.
triggerbyzapierCategory overspent
Triggers when a category is overspent and has a negative balance.
triggerbyzapierNew or updated transaction
Triggers when a transaction is created or updated.
triggerbyzapierGoal completed
Triggers when a goal is completed.
triggerbyzapier
Send sms
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
actionbyzapierautomateiopipedreamSend me an sms
This Action will send an SMS to your mobile phone.
actionbyiftttCall phone
Make a phone call to a number. Notice that a successful action means that the call has been queued, not completed. (Deprecated, no longer available for new customers)
actionbyzapierSend sms (legacy)
Send an SMS to a number.
actionbyzapierSend ifttt an sms tagged
Send IFTTT a tagged SMS by adding a hashtag symbol anywhere in the message (e.g. #IFTTT).
triggerbyiftttSend ifttt any sms
This Trigger fires every time you send any SMS to your IFTTT phone number.
triggerbyifttt
Apps you need
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