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What do you want Docamatic and YNAB to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Docamatic and YNAB
Triggers and actions 15 triggers ยท 11 actions
Trigger
New DocumentTriggers when a new document is created.
Action
Convert URL or HTML to ImageRenders a web page URL or raw HTML and returns it as an image (png, webp or jpg). Use it to capture screenshots of pages or HTML snippets, with optional sizing, full-page capture and grayscale.
Action
Convert URL or HTML to PDFRenders a web page URL or raw HTML and returns it as a PDF document. Supports paper size, margins, orientation, headers and footers, page numbers, and extra CSS.
Action
Delete a DocumentDeletes a generated document from Docamatic storage, identified by the transaction id returned when it was created.
Action
Generate a PDF From a TemplateFills one of Docamatic's ready-made templates (invoices, packing slips, shipping labels, badges, QR and barcode labels) with your data and returns the finished PDF or image.
Action
Merge PDFsJoins several PDF documents into one, in the order given, and returns the combined PDF.
Action
Password Protect PDFAdds a password to an existing PDF so it cannot be opened without it, and returns the protected copy.
Action
Write to an Existing PDFStamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF.
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
Trigger
Goal CompletedTriggers when a goal is completed.
Trigger
Low Account BalanceTriggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category BalanceTriggers when a category balance drops below a certain amount.
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New or Updated AccountTriggers when a new account is created or an existing account is updated.
Trigger
New or Updated CategoryTriggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled TransactionTriggers when a scheduled transaction is created or updated.
Trigger
New or Updated TransactionTriggers when a transaction is created or updated.
Trigger
New PayeeTriggers when a new payee is created.
Trigger
New TransactionTriggers when a new transaction is created.
Trigger
Spending in AccountTriggers when a new outflow transaction is created in an account.
Trigger
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
Action
Budget to a CategoryBudgets to a category in the current month.
Action
Create TransactionCreates a new transaction.
Action
Get Current Budget MonthReturns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month SummaryReturns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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