You Need A Budget
SMS
zapier

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.

You Need A Budget and SMS can also be integrated using automation tools other than zapier:

Diagram

Get texts after new YNAB categories become overspent
Workflow diagram: You Need A Budget + SMS integration

How it works?

When this trigger fires in You Need A Budget

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

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.

    Create Zapier account if you don't have one.

  • Connect You Need A Budget to Zapier.

    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.

    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

    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

    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

    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 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

  • You Need A Budget

    Age of money reaches

    Triggers when your Age of Money reaches a specified number of days.

    zapier
    triggerbyzapier
  • You Need A Budget

    Category overspent

    Triggers when a category is overspent and has a negative balance.

    zapier
    triggerbyzapier
  • You Need A Budget

    New or updated transaction

    Triggers when a transaction is created or updated.

    zapier
    triggerbyzapier
  • You Need A Budget

    Goal completed

    Triggers when a goal is completed.

    zapier
    triggerbyzapier
  • You Need A Budget

    New transaction

    Triggers when a new transaction is created.

    zapier
    triggerbyzapier
  • You Need A Budget

    Spending in category

    Triggers when a new outflow transaction is assigned to a category.

    zapier
    triggerbyzapier
  • SMS

    Send sms

    Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.

    zapierautomateiopipedream
    actionbyzapierautomateiopipedream
  • SMS

    Send me an sms

    This Action will send an SMS to your mobile phone.

    ifttt
    actionbyifttt
  • SMS

    Call 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)

    zapier
    actionbyzapier
  • SMS

    Send sms (legacy)

    Send an SMS to a number.

    zapier
    actionbyzapier
  • SMS

    Send ifttt an sms tagged

    Send IFTTT a tagged SMS by adding a hashtag symbol anywhere in the message (e.g. #IFTTT).

    ifttt
    triggerbyifttt
  • SMS

    Send ifttt any sms

    This Trigger fires every time you send any SMS to your IFTTT phone number.

    ifttt
    triggerbyifttt

Apps you need

Zapier

Zapier

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