# Connect Ninja Forms and YNAB When **New Submission** fires in [Ninja Forms](https://apiant.ai/connections/ninja-forms), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Update Submission** in Ninja Forms. Describe the whole flow and it is built, tested on every scenario and kept running. Ninja Forms **1** trigger Ninja Forms **5** 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 Ninja Forms 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 Ninja Forms and YNAB can do together ### From Ninja Forms to YNAB - When **New Submission** in Ninja Forms then **Create Transaction** in YNAB - When **New Submission** in Ninja Forms then **Budget to a Category** in YNAB ### From YNAB to Ninja Forms - When **Goal Completed** in YNAB then **Update Submission** in Ninja Forms - When **New Account** in YNAB then **Get Form Fields** in Ninja Forms 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 Ninja Forms and YNAB ## Triggers and actions 15 triggers · 9 actions - Trigger **New Submission** Triggers when a new submission arrives on the chosen Ninja Forms form. - Action **Delete Submission** Deletes a Ninja Forms submission (moves it to the trash). - Action **Get Form Fields** Returns the fields on one Ninja Forms form, with each field's id, label and type. - Action **List Forms** Returns every Ninja Forms form on the site with its id and title. - Action **List Submissions** Returns the submissions on one Ninja Forms form, with each submission's id, date and field values keyed by field key. - Action **Update Submission** Changes the value of one field on an existing Ninja Forms submission. - 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 - [ **Ninja Forms** Ninja Forms is the easiest and most flexible WordPress Form builder.](https://apiant.ai/connections/ninja-forms) - [ **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 Ninja Forms - [ **Ninja Forms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ninja-forms-to-salesforce) - [ **Ninja Forms to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ninja-forms-to-slack) - [ **Ninja Forms to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ninja-forms-to-stripe) - [ **Ninja Forms to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ninja-forms-to-shopify) - [ **Ninja Forms to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ninja-forms-to-quickbooks-online) - [ **Ninja Forms to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ninja-forms-to-pipedrive) ## More into YNAB - [ **Postman to YNAB** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/postman-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) - [ **Gmail to YNAB** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ynab) - [ **Google Calendar to YNAB** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ynab) Questions ## Ninja Forms and YNAB, answered ### ### What can start an automation from Ninja Forms? Any of Ninja Forms's 1 trigger in the catalog, including New 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 Ninja Forms? 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 Ninja Forms? Yes. When something happens in YNAB, your agent can act in Ninja Forms too. This page covers both directions: YNAB's triggers and Ninja Forms's actions are listed here as well. ### ### Do I have to build a connector for Ninja Forms 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 Ninja Forms 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.