Connect You Need A Budget to IQM Reports and automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Balance Below AmountRequired
Try It- Age of Money DaysRequired
Try It- Category Overspent
Triggers when a category is overspent and has a negative balance.
Try It - New or Updated Category
Triggers when a new category is created or an existing category is updated.
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- Age of Money Changes
Triggers when your Age of Money changes.
Try It - Balance Below AmountRequired
Try It- New or Updated Account
Triggers when a new account is created or an existing account is updated.
Try It - New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
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