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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New List" from Crunchbase.

Add your action

An action happens after the trigger—such as "Budget to a Category" in YNAB.

You’re connected!

Zapier seamlessly connects Crunchbase and YNAB, automating your workflow.

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.

New List
Triggers when a user creates a list.
Trigger
Polling
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New Saved Search
Triggers when a user creates a saved search.
Trigger
Polling
Try It
- Balance Below Amount
  Required
Trigger
Polling
Try It
- Age of Money Days
  Required
Trigger
Polling
Try It
Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Polling
Try It

New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
Polling
Try It
New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
Polling
Try It

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Payee
Triggers when a new payee is created.
Trigger
Polling
Try It
- Account
  Required
Trigger
Polling
Try It
- Category
  Required
- Budget Amount
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Select a list to subscribe to
  Required
- Field Selection
Trigger
Polling
Try It
- Select a saved search to subscribe to
  Required
- Field Selection
Trigger
Polling
Try It
Age of Money Changes
Triggers when your Age of Money changes.
Trigger
Polling
Try It
- Balance Below Amount
  Required
Trigger
Polling
Try It
New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
Polling
Try It
New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
Polling
Try It
Goal Completed
Triggers when a goal is completed.
Trigger
Polling
Try It
New Category
Triggers when a new category is created.
Trigger
Polling
Try It
New Transaction
Triggers when a new transaction is created.
Trigger
Polling
Try It
- Category
  Required
Trigger
Polling
Try It
- Account
  Required
- Amount
  Required
- Date
  Required
- Payee Type
- Category
- Memo
- Cleared
- Approved?
  Required
- Flag Color
- Import_id
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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About Crunchbase

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Related categories

Sales & CRM

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.