--- title: "Connect Woodpecker.co and YNAB - APIANT.ai" description: "When \"Campaign Completed\" fires in Woodpecker.co, your agent runs \"Create Transaction\" in YNAB." canonical: "https://apiant.ai/connect/woodpecker-co-to-ynab" --- # Connect Woodpecker.co and YNAB When **Campaign Completed** fires in [Woodpecker.co](https://apiant.ai/connections/woodpecker-co), your agent runs **Create Transaction** in [YNAB](https://apiant.ai/connections/ynab), or **Goal Completed** in YNAB to **Find Prospect Email** in Woodpecker.co. Describe the whole flow and it is built, tested on every scenario and kept running. Woodpecker.co **20** triggers Woodpecker.co **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 Woodpecker.co 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 Woodpecker.co and YNAB can do together ### From Woodpecker.co to YNAB - When **Campaign Completed** in Woodpecker.co then **Create Transaction** in YNAB - When **Manual Task Created** in Woodpecker.co then **Budget to a Category** in YNAB ### From YNAB to Woodpecker.co - When **Goal Completed** in YNAB then **Find Prospect Email** in Woodpecker.co - When **New Account** in YNAB then **Create/Update Prospect** in Woodpecker.co 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 Woodpecker.co and YNAB ## Triggers and actions 34 triggers · 9 actions - Trigger **Campaign Completed** Triggers when a Woodpecker campaign status changes to COMPLETED. - Trigger **Email Opened** Triggers when a prospect opens your email. - Trigger **Email Sent** Triggers when Woodpecker sends an email to prospect from campaign. - Trigger **Follow-Up After Autoreply** Triggers when you set a date for resuming follow-ups after you got an autoreply from a prospect. - Trigger **Link Clicked** Triggers when a prospect clicks on a link in your email. - Trigger **Manual Task Created** Triggers when a manual task of any type is created. - Trigger **Manual Task Done** Triggers when a manual task is marked as done. - Trigger **Manual Task Ignored** Triggers when a manual task is marked as ignored. - Trigger **Prospect Autoreplied** Triggers when you get an autoresponder from a prospect, or when you manually mark a prospect as AUTOREPLIED. - Trigger **Prospect Blacklisted** Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker. - Trigger **Prospect Bounced** Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker. - Trigger **Prospect Interested** Triggers when a prospect is marked as INTERESTED. - Trigger **Prospect Invalid** Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker. - Trigger **Prospect Maybe Later** Triggers when a prospect's interest level is marked as MAYBE LATER. - Trigger **Prospect Nonresponsive** Triggers when a prospect's status is changed to NONRESPONSIVE - Trigger **Prospect Not Interested** Triggers when a prospect is marked as NOT INTERESTED. - Trigger **Prospect Opt Out** Triggers when prospect unsubscribes from your emails or is marked as OPT-OUT manually. - Trigger **Prospect Replied** Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker. - Trigger **Prospect Saved** Triggers when a Woodpecker prospect is created or updated. - Trigger **Secondary Reply** Triggers when a secondary reply is found by Woodpecker. - Action **Blacklist Domain** Add a domain to a blacklist. It will automatically block ongoing and future sending to all prospects within a given domain. - Action **Create/Update Prospect** Adds a new prospect or Updates existing prospect in the list of Prospects. - Action **Create/Update Prospect in Campaign** Adds a new prospect or updates existing prospect's data in a campaign of choice. - Action **Find Prospect Email** Finds prospect by email address. - Action **Stop Follow-Ups** Stop follow-ups planned for this prospect. - 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 - [ **Woodpecker.co** Woodpecker.co helps B2B companies directly contact prospective clients by automated sending of personalized...](https://apiant.ai/connections/woodpecker-co) - [ **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 Woodpecker.co - [ **Woodpecker.co to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/woodpecker-co-to-google-drive) - [ **Woodpecker.co to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/woodpecker-co-to-mailchimp) - [ **Woodpecker.co to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/woodpecker-co-to-jira) - [ **Woodpecker.co to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/woodpecker-co-to-linkedin) - [ **Woodpecker.co to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/woodpecker-co-to-facebook) - [ **Woodpecker.co to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/woodpecker-co-to-anthropic) ## 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) - [ **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) Questions ## Woodpecker.co and YNAB, answered ### ### What can start an automation from Woodpecker.co? Any of Woodpecker.co's 20 triggers in the catalog, including Campaign Completed, Manual Task Created, Email Opened and Email Sent. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in YNAB when something happens in Woodpecker.co? 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 Woodpecker.co? Yes. When something happens in YNAB, your agent can act in Woodpecker.co too. This page covers both directions: YNAB's triggers and Woodpecker.co's actions are listed here as well. ### ### Do I have to build a connector for Woodpecker.co 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 Woodpecker.co 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.