Integration
Connect YNAB to GoHighLevel
When something happens in YNAB, your agent does the next thing in GoHighLevel. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want YNAB and GoHighLevel 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.
Ask the assistant
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.
Connect Claude CodeEverything your agent can do with YNAB and GoHighLevel
Triggers and actions 14 triggers · 17 actions
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.
Action
Create appointmentBook a new calendar appointment.
- Find conversations
Search conversations by contact or other criteria.
- Find opportunities
Search opportunities by pipeline, stage, contact, or other criteria.
- Get appointment
Retrieve a single calendar appointment by ID.
- Get calendar
Retrieve a single calendar's configuration by ID.
- Get contact
Retrieve a single contact by ID.
- Get conversation
Retrieve a single conversation by ID.
- Get note
Retrieve a single note on a contact.
- Get opportunity
Retrieve a single opportunity by ID.
- List calendar events
List calendar events within a date range.
- List calendars
List all calendars for the location.
- List notes
List all notes on a contact.
- List tasks
List all tasks on a contact.
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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