Integration

Connect YNAB to UniBee

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

YNAB14 triggersYNAB4 actionsUniBee9 triggersUniBee17 actions

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What do you want YNAB and UniBee 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.

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Everything your agent can do with YNAB and UniBee

Triggers and actions 23 triggers · 21 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.
Trigger
New Invoice Event
Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).
Trigger
New Payment Event
Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).
Trigger
New Refund Event
Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).
Trigger
New Subscription Activated
Triggers when a subscription becomes active.
Trigger
New Subscription Event
Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).
Trigger
New Subscription Onetime Addon Event
Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).
Trigger
New Subscription Pending Update Event
Triggers when a subscription pending update event occurs (create, success, or cancelled).
Trigger
New User Event
Triggers when a user event occurs (created, updated, metric update, or subscription update).
Trigger
New User Plan Change
Triggers when a user subscription or subscription change occurs.
Action
Add Discount Code
Create a new discount/promo code. Endpoint: POST /merchant/discount/new (New Discount Code).
Action
Add Invoice
Create a new invoice. Endpoint: POST /merchant/invoice/new (New Invoice).
Action
Add Payment
Record/create a new payment. Endpoint: POST /merchant/payment/new (New Payment).
Action
Add Plan
Create a new subscription plan. Endpoint: POST /merchant/plan/new (Create Plan).
Action
Add Product
Create a new product. Endpoint: POST /merchant/product/new (Create Product).
Action
Add Subscription
Create a new subscription for a user against a plan. Endpoint: POST /merchant/subscription/new (Create Subscription).
Action
Add User
Create a new customer/user record in UniBee. Endpoint: POST /merchant/user/new (New User).
Action
Cancel Subscription
Cancel a subscription immediately. Endpoint: POST /merchant/subscription/cancel (Cancel Subscription Immediately).
Action
Get Invoice
Fetch a single invoice's detail by invoice id. Endpoint: GET /merchant/invoice/detail (Invoice Detail).
Action
Get Payment
Fetch a single payment's detail by payment id. Endpoint: GET /merchant/payment/detail (Payment Detail).
Action
Get Plan
Fetch a single plan's detail by plan id. Endpoint: GET /merchant/plan/detail (Plan Detail).
Action
Get Subscription
Fetch a single subscription's detail by subscription id. Endpoint: GET /merchant/subscription/detail (Subscription Detail).
Action
Get User
Fetch a single user's profile by user id. Endpoint: GET /merchant/user/profile (Get User Profile).
Action
List Discount Codes
List discount codes with pagination/filters. Endpoint: GET /merchant/discount/list (Get Discount Code List).
Action
List Products
List products with pagination/filters. Endpoint: GET /merchant/product/list (Get Product List).
Action
List Users
List/search customer users with pagination. Endpoint: GET /merchant/user/list (User List).
Action
Update User
Update an existing user's profile fields. Endpoint: POST /merchant/user/update_profile (Update User Profile).

Each app on its own

The other way round: UniBee to YNAB