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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 Client" from Repzo.

Add your action

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

You’re connected!

Zapier seamlessly connects Repzo 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 Client
Triggers when you create a new client, Creating clients in Bulk will not fire this hook.
Trigger
Instant
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New Invoice/Return
Triggers when a new Invoice/Return is created.
Trigger
Instant
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New Sales Order
Triggers when a new sales order is created.
Trigger
Instant
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New Visit Start
Triggers when a new visit starts.
Trigger
Instant
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New Workday Start
Triggers when a new workday starts.
Trigger
Instant
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New Work Request
Triggers when a new Work request is created.
Trigger
Instant
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- Name
  Required
- Local Name
- Description
- Category
- Barcode
- SKU
- Variant Name
  Required
- Variant Local Name
- Variant SKU
- Variant Barcode
- Variant Price
  Required
Action
Write

- Name
  Required
- Local Name
- Description
- workorder categories
  Required
- Client
  Required
- Assigned to Rep
- Priority
- Asset
Action
Write
- Search Term
  Required
Action
Search
- Search term
  Required
Action
Search
- Search Term
  Required
- Name
  Required
- Local Name
- Description
- Category
- Barcode
- SKU
- Variant Name
  Required
- Variant Local Name
- Variant SKU
- Variant Barcode
- Variant Price
  Required
Action
Search or write
- Balance Below Amount
  Required
Trigger
Polling
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- Age of Money Days
  Required
Trigger
Polling
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Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Polling
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New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
Polling
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New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Polling
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New Payee
Triggers when a new payee is created.
Trigger
Polling
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- Account
  Required
Trigger
Polling
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- 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 Form
  Required
Trigger
Instant
Try It
- Select Template
  Required
Trigger
Instant
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New Visit End
Triggers when a new visit ends.
Trigger
Instant
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New Workday End
Triggers when a new workday ends.
Trigger
Instant
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New Work Order
Triggers when a new Work order is created.
Trigger
Instant
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- Client Name
  Required
- Client Code
- Latitude
- Longtuitude
- Formatted Address
- City
- Region
- Country
- Verified Location ?
- Comment
- Email
- Cell Phone
- Phone
- Contact Name
- Tax Number
- Payment Type
- Payment Term
Action
Write
- Name
  Required
- Local Name
- Description
Action
Write
- Name
  Required
- Local Name
- Description
- Workorder Categories
- Client
- Priority
- Assets
Action
Write
- Search Term
  Required
Action
Search
- Search Term
  Required
- Client Name
  Required
- Client Code
- Latitude
- Longtuitude
- Formatted Address
- City
- Region
- Country
- Verified Location ?
- Comment
- Email
- Cell Phone
- Phone
- Contact Name
- Tax Number
- Payment Type
- Payment Term
Action
Search or write
- Search term
  Required
- Name
  Required
- Local Name
- Description
Action
Search or write
Age of Money Changes
Triggers when your Age of Money changes.
Trigger
Polling
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- Balance Below Amount
  Required
Trigger
Polling
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New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
Polling
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New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
Polling
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Goal Completed
Triggers when a goal is completed.
Trigger
Polling
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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

Connect Repzo and YNAB to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Repzo to YNAB integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Repzo

A Complete Sales / Field Force Automation Platform for managing Sales, Marketing and Service Providers which provides you with real time coverage analytics

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Related categories

CRM (Customer Relationship Management)

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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.

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