Integration
Connect YNAB to Expiration Reminder
When something happens in YNAB, your agent does the next thing in Expiration Reminder. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want YNAB and Expiration Reminder 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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Connect Claude CodeEverything your agent can do with YNAB and Expiration Reminder
Triggers and actions 17 triggers · 19 actions
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
Trigger
Goal CompletedTriggers when a goal is completed.
Trigger
Low Account BalanceTriggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category BalanceTriggers when a category balance drops below a certain amount.
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New or Updated AccountTriggers when a new account is created or an existing account is updated.
Trigger
New or Updated CategoryTriggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled TransactionTriggers when a scheduled transaction is created or updated.
Trigger
New or Updated TransactionTriggers when a transaction is created or updated.
Trigger
New PayeeTriggers when a new payee is created.
Trigger
New TransactionTriggers when a new transaction is created.
Trigger
Spending in AccountTriggers when a new outflow transaction is created in an account.
Trigger
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
Action
Budget to a CategoryBudgets to a category in the current month.
Action
Create TransactionCreates a new transaction.
Action
Get Current Budget MonthReturns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month SummaryReturns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
Trigger
New ContactTriggered when a new contact is added to your Expiration Reminder account.
Trigger
New Expiration ItemTriggered when a new expiration item is added to your Expiration Reminder account.
Trigger
Status Changed Expiration ItemTriggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
Action
Add LocationCreates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
Action
Create ContactCreates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
Action
Create Expiration ItemCreates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
Action
Create Expiration Item for ContactCreates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
Action
Delete ContactDeletes a contact from Expiration Reminder. Returns the contact record that was deleted.
Action
Delete Expiration ItemDeletes an expiration item from Expiration Reminder. Returns the item record after deletion.
Action
Find ContactReturns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
Action
Find ExpirationReturns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
Action
Get ContactReturns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
Action
Get Expiration ItemReturns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
Action
List ContactsReturns the contacts in your Expiration Reminder account, with the total number of contacts.
Action
List Expiration ItemsReturns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
Action
List LocationsReturns the locations in your Expiration Reminder account, with the total number of locations.
Action
Renew ExpirationRenews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
Action
Update Expiration ItemUpdates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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