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What do you want thanks.io and YNAB to do together?
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Connect Claude CodeEverything your agent can do with thanks.io and YNAB
Triggers and actions 17 triggers · 7 actions
Trigger
Item DeliveredTriggers when a postcard, letter, notecard, or giftcard is delivered to a recipient.
- New Order
Fires once for each new order placed in your thanks.io account.
- QR Code Scan
Triggers when a QR Code on a postcard, letter, or notecard is scanned. This will also trigger when a giftcard is redeemed.
- Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.
- Delete Recipient
Deletes a Recipient from Mailing List.
- Lookup Address by Email
Returns the mailing address on file for a recipient in a thanks.io mailing list, looked up by their email address. Returns an empty list of matches when no recipient in that list has the email.
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
- Goal Completed
Triggers when a goal is completed.
- Low Account Balance
Triggers when a Checking or Savings account balance drops below a certain amount during a month.
- Low Category Balance
Triggers when a category balance drops below a certain amount.
- New Account
Triggers when a new account is created.
- New Category
Triggers when a new category is created.
- New or Updated Account
Triggers when a new account is created or an existing account is updated.
- New or Updated Category
Triggers when a new category is created or an existing category is updated.
- New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
- New or Updated Transaction
Triggers when a transaction is created or updated.
- New Payee
Triggers when a new payee is created.
- New Transaction
Triggers when a new transaction is created.
- Spending in Account
Triggers when a new outflow transaction is created in an account.
- Spending in Category
Triggers when a new outflow transaction is assigned to a category.
- Budget to a Category
Budgets to a category in the current month.
- Create Transaction
Creates a new transaction.
- 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.
- Get Current Month Summary
Returns 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.