Integration
Connect YNAB to Order Desk
When something happens in YNAB, your agent does the next thing in Order Desk. 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 Order Desk 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 Order Desk
Triggers and actions 16 triggers ยท 20 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 Order AddedTriggered when a new order is added in Order Desk.
Trigger
Order Folder ChangedTriggered when an order moves to a different folder in Order Desk.
Action
Add Order ItemAdds a line item to an existing order in Order Desk.
Action
Add Order NoteAdds a note to an order's history in Order Desk.
Action
Add ShipmentRecords a shipment with tracking details against an order in Order Desk.
Action
Change FolderMoves an order into a different folder in Order Desk.
Action
Change TagSets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost.
Action
Create Inventory ItemCreates a product in the Order Desk store's inventory.
Action
Create New OrderCreates a new order in Order Desk with its line items, addresses and totals.
Action
Delete Inventory ItemDeletes a product from the Order Desk store's inventory.
Action
Delete OrderDeletes an order from Order Desk.
Action
Delete Order ItemRemoves a line item from an order in Order Desk.
Action
Get Inventory ItemReturns one product from the Order Desk store's inventory, including its stock level and your own metadata.
Action
Get OrderReturns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata.
Action
List OrdersReturns orders from Order Desk, with optional folder, source, customer and date filters.
Action
Set Order DataUpdates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost.
Action
Set Order Item DataUpdates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost.
Action
Update Inventory ItemUpdates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost.
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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