Connect CompanyCam and YNAB (You Need a Budget)
Integrate CompanyCam with YNAB (You Need a Budget) to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get all Scheduled Transactions from YNAB when New Project in CompanyCam
Creates an Account in YNAB when Photo Updated in CompanyCam
Creates an Account in YNAB when New Document in Companycam
Get Transactions From Budget from YNAB Budget when New Document in Companycam
Get Budget Month from YNAB when Photo Tagged in Companycam
Popular CompanyCam + YNAB (You Need a Budget) flows
Start from a real workflow other teams are already running.
Choose a trigger
CompanyCam
When this happens...
New Document
New Photo
New Project
Todo / Checklist Completed
Photo Tagged
Comment Created
Photo Updated
Project Updated
Label Added In Project
Contact Added To Project
Contact Updated To Project
Merged Project
Archived Project
Project Deleted
Comment All
Choose an action
YNAB (You Need a Budget)
Automatically do this!
Creates an Account
Get a User
Get Budget Month
Get all Transactions for a Specified Month
Get all Scheduled Transactions
Get Transactions From Budget
Get all Scheduled Transactions from YNAB when New Project in CompanyCam
Use this flowCreates an Account in YNAB when Photo Updated in CompanyCam
Use this flowCreates an Account in YNAB when New Document in Companycam
Use this flowGet Transactions From Budget from YNAB Budget when New Document in Companycam
Use this flowGet Budget Month from YNAB when Photo Tagged in Companycam
Use this flowGet a User from YNAB when Label Added In Project in CompanyCam
Use this flowCreates an Account in YNAB when Todo / Checklist Completed in CompanyCam
Use this flowGet all Transactions for a Specified Month from YNAB when Photo Updated in CompanyCam
Use this flowGet all Transactions for a Specified Month from YNAB when New Document in Companycam
Use this flowGet all Scheduled Transactions from YNAB when New Document in Companycam
Use this flowSupported Triggers & Actions
Everything you can automate between CompanyCam and YNAB (You Need a Budget).
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a document is added to a project.
New Photo
Triggers when a new photo is added to a company project.
New Project
Triggers when you add a new project.
Todo / Checklist Completed
Triggers when a checklist is completed.
Photo Tagged
Triggers when a photo is tagged
Comment Created
Triggers when a new comment is created.
Do thisActions
Action is the task that follows automatically within your CompanyCam integrations.
Add Photo
Adds a new photo to an existing project
Create Checklist From Template
Creates a new checklist on a project from a template
Add Project
Creates a new project in your account
Add Project Label
Adds an existing Project Label or creates a new one if it does not exist.
Update Project Notepad
Updates the Project Notepad.
Find or Create Project
Find a project by name or address . Optionally creates a new project if none is found.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CompanyCam
CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
Learn moreSimilar apps
About YNAB (You Need a Budget)
YNAB (You Need A Budget)'s app is a friendly, flexible plan to simplify spending decisions and clarify priorities—making it easier than ever to get good at money. Track progress, reflect as you go, and reach your goals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CompanyCam and YNAB (You Need a Budget) accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CompanyCam and YNAB (You Need a Budget) as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach YNAB (You Need a Budget). No coding required.
Yes. You can set up a workflow where CompanyCam triggers actions in YNAB (You Need a Budget), and a separate workflow where YNAB (You Need a Budget) triggers actions in CompanyCam. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CompanyCam and YNAB (You Need a Budget). Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CompanyCam and YNAB (You Need a Budget) integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
