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Automate tasks across SmartSuite with YNAB

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make SmartSuite and YNAB talk.
Here are some common ways to automate work between them.

Send a YNAB notification when SmartSuite receives a high-priority item.Try now
Create a YNAB follow-up from new qualified activity in SmartSuite.Try now
Copy new customer details from SmartSuite into YNAB.Try now
Update the matching YNAB item when a SmartSuite status changes.Try now
Start a review in YNAB when SmartSuite flags an exception.Try now
Summarize new SmartSuite activity and save it in YNAB.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your SmartSuite and YNAB work.

Connect your SmartSuite and YNAB. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 56 actions between SmartSuite and YNAB.
Can’t find an action you need? Let us know.

Add CommentAdd comment in SmartSuite.List CommentsRun a list comments action in SmartSuite.Add FieldAdd field in SmartSuite.Delete FieldDelete field in SmartSuite.Update FieldUpdate field in SmartSuite.Get File URLRun a get file url action in SmartSuite.Attach FileRun an attach file action in SmartSuite.Bulk Add RecordsRun a bulk add records action in SmartSuite.Bulk Delete RecordsRun a bulk delete records action in SmartSuite.Bulk Update RecordsRun a bulk update records action in SmartSuite.Create RecordCreate record in SmartSuite.Delete RecordDelete record in SmartSuite.Get RecordRun a get record action in SmartSuite.Get Records For ViewRun a get records for view action in SmartSuite.List Deleted RecordsRun a list deleted records action in SmartSuite.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with SmartSuite and YNAB.

MindCloud connects SmartSuite and YNAB so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.