--- title: "Connect SurveyMonkey and YNAB - APIANT.ai" description: "When \"New Response Notification\" fires in SurveyMonkey, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/surveymonkey-to-ynab" --- # Connect SurveyMonkey and YNAB When **New Response Notification** fires in [SurveyMonkey](https://apiant.ai/connections/surveymonkey), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Add Contact List** in SurveyMonkey. Describe the whole flow and it is built, tested on every scenario and kept running. SurveyMonkey **2** triggers SurveyMonkey **12** 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 SurveyMonkey 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 SurveyMonkey and YNAB can do together ### From SurveyMonkey to YNAB - When **New Response Notification** in SurveyMonkey then **Create Transaction** in YNAB - When **New Response Notification With Answers** in SurveyMonkey then **Budget to a Category** in YNAB ### From YNAB to SurveyMonkey - When **Goal Completed** in YNAB then **Add Contact List** in SurveyMonkey - When **New Account** in YNAB then **Create Contact** in SurveyMonkey 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 SurveyMonkey and YNAB ## Triggers and actions 16 triggers · 16 actions - Trigger **New Response Notification** Triggers a notification when your survey is completed. - Trigger **New Response Notification With Answers** Fires when a response to the chosen survey is completed, and delivers the full response including every question's answers. - Action **Add Collector** Creates a collector (weblink, email, SMS or website popup) for a survey. - Action **Add Contact List** Creates a new contact list in the SurveyMonkey account. - Action **Add Survey** Creates a new survey in SurveyMonkey: a blank survey, or a copy of an existing survey or template. - Action **Create Contact** Creates a new contact in your SurveyMonkey address book, ready to receive email or SMS survey invitations. - Action **Find Collector** Returns the collectors on a survey whose name matches the specified name. - Action **Find Contact** Returns up to 100 contacts that match the search text in the chosen contact field (email by default). - Action **Find Survey** Returns up to 1000 surveys whose title matches the specified search text. - Action **Get Contact** Returns one SurveyMonkey contact by its id, with name, email, phone number and custom fields. - Action **Get Response** Retrieves one survey response in full, including the answers to every question. - Action **Get Survey** Returns a survey's full details, including its pages and questions. - Action **List Contact Lists** Lists the contact lists in your SurveyMonkey account. - Action **Update Contact** Updates an existing SurveyMonkey contact. Only the fields you fill in are changed; blank fields are left as they are. - 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 - [ **SurveyMonkey** SurveyMonkey is the easiest way to create surveys and get answers.](https://apiant.ai/connections/surveymonkey) - [ **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 SurveyMonkey - [ **SurveyMonkey to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/surveymonkey-to-trello) - [ **SurveyMonkey to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/surveymonkey-to-zoom) - [ **SurveyMonkey to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/surveymonkey-to-twilio) - [ **SurveyMonkey to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/surveymonkey-to-typeform) - [ **SurveyMonkey to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/surveymonkey-to-webflow) - [ **SurveyMonkey to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/surveymonkey-to-wix) ## 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 ## SurveyMonkey and YNAB, answered ### ### What can start an automation from SurveyMonkey? Any of SurveyMonkey's 2 triggers in the catalog, including New Response Notification and New Response Notification With Answers. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in SurveyMonkey? 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 SurveyMonkey? Yes. When something happens in YNAB, your agent can act in SurveyMonkey too. This page covers both directions: YNAB's triggers and SurveyMonkey's actions are listed here as well. ### ### Do I have to build a connector for SurveyMonkey 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 SurveyMonkey 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.