Zapier?

Hey, I'm George, one of the developers at YNAB. I've been working on a relatively simple Zapier integration. We've kicked the tires internally and things seem to be working well enough. I'd love to have some of you fine folks give it a go. If you're up for it, clicky, clicky: https://zapier.com/platform/public-invite/4958/6bb9786fc7d908162e5a08e4694870f8/

And if we could keep this on the down low for now, I'd appreciate it. Feel free to tell your friends, but kindly keep it off social media for now. (Hopefully we'll be officially launching before too long.)

Thanks for your help with this! Let me know your feedback and questions. 

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  • I’ve signed up for Zapier to try this out.

    What I’d like to do is set a trigger on an accounts available balance going below a value. 

    Any help for a Zapier noob would be appreciated 

    Reply Like
  • Beige Case (1939d61da8b9) , great idea! Unfortunately it's not possible with the current implementation. Let me look into what it'll take to support such a trigger. I think it would have broad appeal.

    Reply Like 2
  • Your mention of Zapier is the first I've heard of it. Can you suggest how I might use it with YNAB?

    Reply Like
    • alexdresko
    • I'm not a player, I just code a lot.
    • Forest_Green_Sidewinder
    • 3 mths ago
    • Reported - view

    Trouble connecting zapier to ynab. I've used zapier a lot, so not sure where the problem lies. 

    Reply Like
    • alexdresko , can you try again and let me know what you see? I just tested the connection and it's working for me.

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      • alexdresko
      • I'm not a player, I just code a lot.
      • Forest_Green_Sidewinder
      • 3 mths ago
      • Reported - view

      George Same error. For the record, here's the redirect URI in the query string. https://zapier.com/dashboard/auth/oauth/return/YNABCLIAPI/

       

      Let me know if it's safe to post the entire query string here and I'll do that. 

      Reply Like
  • alexdresko I think we found the issue!  The redirect_uri we had configured was incorrect.  Can you give it another try and let us know how it goes?

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    • alexdresko
    • I'm not a player, I just code a lot.
    • Forest_Green_Sidewinder
    • 3 mths ago
    • 1
    • Reported - view

    Works now, except you might want to provide a little more instruction on this little bit "In milliunits, 1,000 milliunits equals 'one' unit of a currency (one Dollar, one Euro, one Pound, etc.) so for example in USD $23.42 would be entered as 23420. Pro-Tip: add an intermediate Zapier Formatter step to convert currency as needed."

    I spent a little time trying to figure out how to create the formatter, but didn't get anywhere. 

    Still, as a test, I created a zap that creates a transaction every day YNAB based on the day's expected high temperature.  The high today is supposed to be in the 80s. I didn't end up creating the formatter.. hence the .08 cent high today. :) 

    Reply Like 1
    • alexdresko , sorry for the delay getting back to you. I'm glad you got auth working. Zapier added a consistent key for our app and that changed the OAuth redirect URI.

      And the milliunit formatter is high on my list. It's part of a bunch of updates I'm working on to get the integration out of beta. Thanks for your patience!

      Reply Like
    • Sondre G
    • Media Producer
    • Silver_Mask.2
    • 2 mths ago
    • Reported - view

    Awesome! Is it possible to get a filter in the Trigger itself? I.e: in the edit options for "New Transaction" to be able to have a: 'Budget Category' and possibly more? Right now there's only an option for a Budget, meaning every single transaction triggers a Zap.. I've setup 8 different tasks for now and they all work flawlessly, but I will have to get the "Professional" subscription there if I actually want to keep using them, instead of managing to stay within the Free plan :P (Which I obviously want to!)

    Reply Like
    • Sondre G I'm working on some updates to the integration to get it out of private beta with Zapier. Once I finish those, I'll look into the possibility of adding a filter to the trigger itself. The free plan is pretty limited without multi-step zaps. Bummer.

      Reply Like
  • Was able to connect and get this working, one thing I would love to see is the ability to adjust budgeted amounts. My wife likes to budget groceries on a weekly amount rather than seeing the whole month. I would like to be able to setup an auto transfer weekly of funds in one budgeted category (grocery month) to another (grocery week). Keep up the good work! 

    Reply Like 1
    • bythepower
    • Finance Manager
    • bythepower
    • 3 wk ago
    • Reported - view

    It works, sweeeet!

    Reply Like
    • DnA
    • IT manager, husband, father of four future YNABers
    • Navy_Blue_Cup.2
    • 3 wk ago
    • Reported - view

    George - thanks for sharing this integration. I don't think I saw a reply to what a sample use case for this might be, so I'd love to hear any quick thoughts/examples.  And I promise to keep this on the DL ;-) 

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