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PayPal
YNAB

Connect PayPal and YNAB integrations

Explore ready-made PayPal and YNAB templates and start automating in minutes.

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Create a custom workflow

Integrate PayPal with YNAB and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

PayPal
Trigger: New notification
YNAB
Action: Select an action
1. Select a trigger

  • Triggers when a new notification is received.

  • Triggers when a new payment is made or a payment setting is changed.

  • Triggers when a new plan is added.

  • Triggers when a new transaction related to a specified agreement is made .

2. Select an action

  • Updates the budget of a category for a specific month.

  • Creates multiple transactions. Scheduled transactions cannot be created with this module.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between PayPal and YNAB.

Activate a plan
Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.
Action
Bill outstanding amount
Bills an outstanding or a preset amount of an agreement.
Action
Budget to a Category
Updates the budget of a category for a specific month.
Action
Cancel agreement
Cancels an agreement previously approved by a user.
Action
Create a draft invoice
Creates a draft invoice.
Action
Create a payment (Step 1)
Creates a new payment order and returns an approval url link to obtain buyer's approval.
Action
Create a plan
Creates and activates a billing plan.
Action
Create an agreement (Step 1)
Creates a subcription agreement and returns an approval url link to obtain buyer's approval.
Action
Create Transactions
Creates multiple transactions. Scheduled transactions cannot be created with this module.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.