--- title: "Connect Instapage and YNAB - APIANT.ai" description: "When \"New Page\" fires in Instapage, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/instapage-to-ynab" --- # Connect Instapage and YNAB When **New Page** fires in [Instapage](https://apiant.ai/connections/instapage), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Lead Notification Recipients** in Instapage. Describe the whole flow and it is built, tested on every scenario and kept running. Instapage **2** triggers Instapage **19** actions YNAB **14** triggers YNAB **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Instapage and YNAB to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Instapage and YNAB can do together ### From Instapage to YNAB - When **New Page** in Instapage then **Create Transaction** in YNAB - When **Form Submission** in Instapage then **Budget to a Category** in YNAB ### From YNAB to Instapage - When **Goal Completed** in YNAB then **Add Lead Notification Recipients** in Instapage - When **New Account** in YNAB then **Publish Page** in Instapage Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Instapage and YNAB ## Triggers and actions 16 triggers · 23 actions - Trigger **Form Submission** Triggers when a visitor submits a form on one of your Instapage landing pages, with the submitted field values. - Trigger **New Page** Triggers when a new landing page is created in an Instapage workspace. - Action **Add Lead Notification Recipients** Adds email addresses that receive a landing page's lead notifications. - Action **Delete Form Submission** Deletes one or more form submissions. - Action **Delete Group** Deletes a page group. - Action **Delete Page** Deletes a landing page. - Action **Delete Workspace** Deletes an Instapage workspace. - Action **Get Page** Returns one landing page with its title, URL and publish status. - Action **Get Workspace** Returns one Instapage workspace: its name, owner and your access level. - Action **List Collection Pages** Returns the pages of a collection with their status and URLs. - Action **List Collections** Returns the collections in a workspace with their page counts. - Action **List Domains** Returns the custom domains in a workspace with their connection and SSL status. - Action **List Experiments** Returns the A/B experiments in a workspace. - Action **List Groups** Returns the page groups in a workspace and the pages in each. - Action **List Pages** Returns the landing pages in a workspace, optionally filtered by publish status, group or dates. - Action **List Team Members** Returns the team members of a workspace with their access level and invitation status. - Action **List Workspaces** Returns the Instapage workspaces your API key can access, optionally filtered by name. - Action **Publish Page** Publishes a landing page to a custom domain, a free domain, WordPress or Drupal. - Action **Rename Group** Renames a page group. - Action **Rename Workspace** Renames an Instapage workspace. - Action **Search Pages** Searches landing pages across all your workspaces by page ID, title or URL. - Trigger **Category Overspent** Triggers when a category is overspent and has a negative balance. - Trigger **Goal Completed** Triggers when a goal is completed. - Trigger **Low Account Balance** Triggers when a Checking or Savings account balance drops below a certain amount during a month. - Trigger **Low Category Balance** Triggers when a category balance drops below a certain amount. - Trigger **New Account** Triggers when a new account is created. - Trigger **New Category** Triggers when a new category is created. - Trigger **New or Updated Account** Triggers when a new account is created or an existing account is updated. - Trigger **New or Updated Category** Triggers when a new category is created or an existing category is updated. - Trigger **New or Updated Scheduled Transaction** Triggers when a scheduled transaction is created or updated. - Trigger **New or Updated Transaction** Triggers when a transaction is created or updated. - Trigger **New Payee** Triggers when a new payee is created. - Trigger **New Transaction** Triggers when a new transaction is created. - Trigger **Spending in Account** Triggers when a new outflow transaction is created in an account. - Trigger **Spending in Category** Triggers when a new outflow transaction is assigned to a category. - Action **Budget to a Category** Budgets to a category in the current month. - Action **Create Transaction** Creates a new transaction. - Action **Get Current Budget Month** Returns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts. - Action **Get Current Month Summary** Returns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts. ## Each app on its own - [ **Instapage** Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers...](https://apiant.ai/connections/instapage) - [ **YNAB** YNAB is an award-winning personal finance app and method that helps you gain total control of your money.](https://apiant.ai/connections/ynab) Reviews ## What our customers say ## More from Instapage - [ **Instapage to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/instapage-to-salesforce) - [ **Instapage to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/instapage-to-slack) - [ **Instapage to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/instapage-to-mailchimp) - [ **Instapage to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/instapage-to-stripe) - [ **Instapage to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/instapage-to-shopify) - [ **Instapage to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/instapage-to-quickbooks-online) ## More into YNAB - [ **Vercel to YNAB** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/vercel-to-ynab) - [ **Postman to YNAB** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/postman-to-ynab) - [ **Redbooth to YNAB** Redbooth is project management software for highly productive teams, including marketing departments...](https://apiant.ai/connect/redbooth-to-ynab) - [ **HubSpot to YNAB** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ynab) - [ **Salesforce to YNAB** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ynab) - [ **Slack to YNAB** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ynab) Questions ## Instapage and YNAB, answered ### ### What can start an automation from Instapage? Any of Instapage's 2 triggers in the catalog, including New Page and Form Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Instapage? Any of YNAB's 4 actions, including Create Transaction, Budget to a Category, Get Current Budget Month and Get Current Month Summary. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from YNAB to Instapage? Yes. When something happens in YNAB, your agent can act in Instapage too. This page covers both directions: YNAB's triggers and Instapage's actions are listed here as well. ### ### Do I have to build a connector for Instapage or YNAB? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Instapage and YNAB without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.