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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 "Account" from Demand Metric.

Add your action

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

You’re connected!

Zapier seamlessly connects Demand Metric 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.

Account
Triggered when you are added to a new account.
Trigger
Polling
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- Account
Trigger
Polling
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- Account
Trigger
Polling
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- Account
  Required
- Title
- Status
- Priority
- Scheduled Start
- Scheduled End
- Description
Action
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
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New Transaction
Triggers when a new transaction is created.
Trigger
Polling
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- Category
  Required
Trigger
Polling
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- Account
  Required
- Amount
  Required
- Date
  Required
- Payee Type
- Category
- Memo
- Cleared
- Approved?
  Required
- Flag Color
- Import_id
Action
Write

- Account
- Project
Trigger
Polling
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- Account
  Required
- Project
Trigger
Polling
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- Account
  Required
- Title
  Required
- Status
  Required
- Priority
  Required
- Scheduled Start
- Scheduled End
- Description
Action
Write
- 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
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New Payee
Triggers when a new payee is created.
Trigger
Polling
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- 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

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Customers have created over 25 million Zaps on the platform

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Connect Demand Metric 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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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 Demand Metric 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 Demand Metric

Demand Metric is agile task management & marketing calendar software powered by 1,000+ tools, training, reports and other resources for marketers.

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Related categories

Project Management

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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