Integration

Connect YNAB to Workflowy

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

YNAB14 triggersYNAB4 actionsWorkflowy10 actions

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Build it

What do you want YNAB and Workflowy 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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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 Workflowy

Triggers and actions 14 triggers · 14 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
Complete a bullet
Marks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place.
Action
Create Bullet
Creates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position.
Action
Delete a bullet
Deletes a bullet from Workflowy by its ID, along with anything nested under it.
Action
Export all bullets
Returns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute.
Action
Get a bullet
Returns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps.
Action
List bullets
Lists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given.
Action
List targets
Lists the saved target locations in Workflowy — the places this connection is allowed to add bullets to.
Action
Move a bullet
Moves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings.
Action
Uncomplete a bullet
Un-checks a completed Workflowy bullet, putting it back to not-done.
Action
Update a bullet
Updates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is.

Each app on its own

The other way round: Workflowy to YNAB