Integration
Connect YNAB to monday.com
When something happens in YNAB, your agent does the next thing in monday.com. 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 monday.com 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 monday.com
Triggers and actions 24 triggers · 31 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
Any Column Value Changed in BoardTriggers when any column's value is changed in the selected board.
Trigger
Item Moved to Group (Same or Different Board)Triggers when an item is moved to a group (same or different board).
Trigger
New BoardTriggers when a new board is created.
Trigger
New Item in BoardTriggers when an item is created in a specific board.
Trigger
New Subitem on BoardTriggers when a new subitem on a specific board is created.
Trigger
New Update in BoardTriggers when a new update is posted on a board.
Trigger
New UserTriggers when a new user joins your monday.com account.
Trigger
Specific Columns Values Changed in BoardTriggers when one of the specified columns' value is changed in the selected board.
Trigger
Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
Trigger
Specific Subitem Column Value Changed in BoardTriggers when a specific column's value changes in a subitem within the selected board.
Action
Archive BoardArchives a board
Action
Archive GroupArchives a specific group in a board
Action
Archive ItemArchives an item
Action
Create BoardCreates a new board
Action
Create ColumnCreate a new column in board.
Action
Create GroupCreates a new group in a board
Action
Create ItemCreate a new Item in a board
Action
Create SubitemCreate a new subitem in a item with column values
Action
Create UpdateCreate a new update.
Action
Delete GroupDelete a specific group from a board
Action
Delete ItemDelete an item from a board
Action
Duplicate ItemCreate a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.
Action
Find ItemsFind items that match a specific value in a column
Action
Find SubitemsFinds the subitems of a specific item on the board
Action
Find User by NameSearch for a user by name using exact matching
Action
Get Board ValuesReturns the data for a all columns in the specific board
Action
Get Column ValuesReturns the data for a specific column in the board
Action
Get File Column ValuesReturns the data for a specific file column in the board
Action
Get Group DetailsReturns the group name for a specific board
Action
Get User DetailsReturns the details for a specific user
Action
Group PositionDuplicate a group with its items
Action
List BoardsReturns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).
Action
Move Item to GroupMove an item to a different group
Action
Update ItemChange multiple column values of an item
Action
Update Item NameUpdate an item's name
Action
Update SubitemUpdates a update subitem on your board.
Action
Upload File to Specific ColumnUpload File To Specific Column
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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