Integration

Connect YNAB to Cakemail

When something happens in YNAB, your agent does the next thing in Cakemail. Describe it in plain language and the automation is built, tested on every branch and kept running.

YNAB14 triggers YNAB4 actions Cakemail8 triggers Cakemail2 actions

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What do you want YNAB and Cakemail to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with YNAB and Cakemail

Triggers and actions 22 triggers · 6 actions

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.
Trigger
New Contact
Triggers when a new Contact is added.
Trigger
New Email Bounce
Triggers when an email bounces.
Trigger
New Email Click
Triggers when a new Email Click is tracked.
Trigger
New Email Open
Triggers when a new Email Open is tracked.
Trigger
New List
Triggers when a List is created.
Trigger
New Suppressed Email
Triggers when a new Suppressed Email is added.
Trigger
Unsubscribed Contact
Triggers when a Contact is unsubscribed.
Trigger
Updated Contact
Triggers when a Contact is updated.
Action
Add Suppressed Email
Adds an email address to the Cakemail suppression list so no further mail is sent to it.
Action
Find Contact by Email
Returns the contacts on a Cakemail list whose email address matches the one you supply.

Each app on its own

The other way round: Cakemail to YNAB

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Connect YNAB to Cakemail

What do you want YNAB and Cakemail to do together?

Triggers and actions 22 triggers · 6 actions

Each app on its own

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