Integration

Connect YNAB to Postali

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

YNAB14 triggersYNAB4 actionsPostali8 actions

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What do you want YNAB and Postali 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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Everything your agent can do with YNAB and Postali

Triggers and actions 14 triggers · 12 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.
Action
Find postal codes in bulk
Batch lookup of multiple postal codes in one call. POST /api/v1/{country}/bulk — send a list of codes, get back the per-code results (same shape as Get postal code).
Action
Find postal locations by query
Fuzzy search over settlement names, municipalities, and postal codes for a country. GET /api/v1/{country}/search?q=...&limit=. Useful for autocomplete.
Action
Get municipality
Get detail for one municipality identified by state + municipality path segments. GET /api/v1/{country}/municipio/{estado}/{municipio}.
Action
Get postal code
Look up a postal code (CP) for a country (mx/co/es). GET /api/v1/{country}/cp/{codigo} — returns estado, municipio, and all asentamientos (settlements) tied to the code.
Action
Get state
Get detail (with totals) for one state/department/province by slug. GET /api/v1/{country}/estado/{slug}.
Action
List municipalities
List municipalities belonging to a given state, by state slug. GET /api/v1/{country}/estado/{slug}/municipios.
Action
List states
List level-1 administrative divisions (states/departments/provinces) for a country, with precomputed totals. GET /api/v1/{country}/estados.
Action
Validate postal code
Quick validation of a postal code — returns whether it exists and how many asentamientos it covers, without the full list. GET /api/v1/{country}/validate/{codigo}. Useful for checkout form gating.

Each app on its own

The other way round: Postali to YNAB