Integration

Connect YNAB to SalesBlink

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

YNAB14 triggersYNAB4 actionsSalesBlink13 actions

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What do you want YNAB and SalesBlink 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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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.

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Everything your agent can do with YNAB and SalesBlink

Triggers and actions 14 triggers · 17 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
Add Lead to a List
Add Lead to a SalesBlink List
Action
Add List
Create a new list in SalesBlink. POST /lists.
Action
Add Sender
Add a single email sender/mailbox (SMTP/IMAP). POST /senders.
Action
Add Template
Create a new email template. POST /templates.
Action
Get List
Get a specific list by id. GET /lists/{id}.
Action
List Leads
Returns all leads on a list.
Action
List Lists
Get all lists in the account. GET /lists.
Action
List Sequence Leads
Get all leads enrolled in a sequence. GET /sequences/{id}/leads.
Action
List Sequences
Get all sequences (email campaigns). GET /sequences.
Action
List Templates
Get all email templates. GET /templates.
Action
Remove Lead from List
Remove a lead/contact from a list. POST /contacts/remove.
Action
Update Lead
Update a lead's fields. PATCH /leads/{id}.
Action
Update List
Update a list's properties. PATCH /lists/{id}.

Each app on its own

The other way round: SalesBlink to YNAB