STEP 1
Connect Candis and YNAB
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Candis and YNAB Integration
Keep Candis and YNAB in sync by integrating their events and actions. When finance events happen in Candis, update the YNAB automatically - without any line of code in visual workflow builder.
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Learn about Candis and YNAB
Detailed info you need to know about Candis and YNAB integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Candis to YNAB
Set up your Candis and YNAB integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Candis and YNAB nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Candis and YNAB. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Candis and YNAB work in WEXTL?
WEXTL exposes actions and triggers for Candis and YNAB that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Candis triggersYNAB actions
Candis modules
- Create a ContactCreates a creditor or debtor contact.
- Create a Cost DimensionCreates a new cost dimension.
- Create a General Ledger AccountCreates a new general ledger account in Candis.
- Create a Goods ReceiptCreates a goods receipt in a Candis account.
- Create a Tax CodeCreates a tax code in a Candis account.
- Create Additional Delivery CostsImports additional delivery cost definitions from an ERP system into Candis for use in purchase orders and goods receipts.
- Create an ExportCreates an export and returns basic details.
- Create Payment ConditionsCreates payment conditions in Candis.
- Create Purchase OrdersImports purchase orders from your ERP system into Candis. If a purchase order with the same number already exists, it will be updated automatically.
- Download a FileDownloads a PDF or XML file by ID.
- Get an ExportRetrieves a single existing export.
- Get Export PostingsRetrieves a list of postings that were exported.
- List ExportsRetrieves a list of past exports in the organization.
- List InvoicesReturns a paginated list of invoices for the organization with optional filtering by status and date ranges.
- List OrganizationsRetrieves all organization details.
- List ReimbursementsRetrieves all reimbursements.
- Make an API CallPerforms an arbitrarily authorized API call request.
- Update a ContactUpdates an existing creditor or debtor contact.
- Update a Cost DimensionUpdates an existing cost dimension.
- Update a General Ledger AccountUpdates an existing general ledger account.
- Update a Goods ReceiptUpdates an existing goods receipt.
- Update a Tax CodeUpdates an existing tax code.
- Update Additional Delivery CostsUpdates additional delivery costs in a Candis account.
- Update an InvoiceUpdates an existing invoice.
- Update Payment ConditionUpdates an existing payment condition in Candis.
- Update Purchase OrderUpdates existing purchase orders from a Candis account.
- Watch ExportsTriggers when an export change occurs.
- Watch InvoicesTriggers when there is a change in an organization's invoices.
- Watch ReimbursementsTriggers when reimbursement changes occur.
YNAB modules
- Create AccountCreates a new account in the plan.
- Create CategoryCreates a new category in the plan.
- Create Category GroupCreates a new category group in the plan.
- Create PayeeCreates a new payee in the plan.
- Create Scheduled TransactionCreates a new scheduled (recurring) transaction.
- Create TransactionCreates a transaction (single or split), or multiple transactions at once.
- Delete Scheduled TransactionDeletes a scheduled transaction.
- Delete TransactionDeletes a transaction.
- Get AccountReturns a single account by ID.
- Get CategoryReturns a single category by ID.
- Get MonthReturns a single month's budget data.
- Get Month CategoryReturns a category's budget data for a specific month.
- Get PayeeReturns a single payee by ID.
- Get Payee LocationReturns a single payee location by ID.
- Get PlanReturns a single plan with all related entities.
- Get Plan SettingsReturns settings for a specific plan.
- Get Scheduled TransactionReturns a single scheduled transaction by ID.
- Get TransactionReturns a single transaction by ID.
- Get UserReturns the authenticated user's profile.
- Import TransactionsTriggers Direct Import for all linked accounts in the plan.
- List AccountsRetrieves a list of accounts in a plan.
- List CategoriesRetrieves categories in a plan, grouped by category group.
- List Money Movement GroupsRetrieves grouped money movements for a plan.
- List Money Movement Groups by MonthRetrieves grouped money movements for a specific month.
- List Money MovementsRetrieves money moved between categories in a plan.
- List Money Movements by MonthRetrieves money movements for a specific month.
- List MonthsRetrieves month budget summaries for a plan.
- List Payee LocationsRetrieves GPS locations associated with payees.
- List Payee Locations by PayeeRetrieves GPS locations for a specific payee.
- List PayeesRetrieves a list of payees in a plan.
- List PlansRetrieves a list of plans (budgets) accessible to the token.
- List Scheduled TransactionsRetrieves scheduled (recurring) transactions in a plan.
- List TransactionsRetrieves transactions in a plan, excluding pending transactions.
- List Transactions by AccountRetrieves transactions in a specific account.
- List Transactions by CategoryRetrieves transactions in a specific category.
- List Transactions by MonthRetrieves transactions for a specific month.
- List Transactions by PayeeRetrieves transactions for a specific payee.
- Make an API CallPerforms an arbitrary authorized YNAB API call.
- Update CategoryUpdates a category's settings.
- Update Category GroupUpdates a category group's name.
- Update Month CategoryUpdates a category's budgeted amount for a month.
- Update PayeeUpdates a payee's name.
- Update Scheduled TransactionUpdates an existing scheduled transaction.
- Update TransactionUpdates an existing transaction.
- Update Transactions (Bulk)Updates multiple transactions at once, by ID or import ID.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Candis and YNAB integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Candis and YNAB.
Connect your Candis and YNAB accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Candis's "Watch Exports" fires, WEXTL can "Create Account" in YNAB. Candis has 3 triggers (including Watch Exports, Watch Invoices, and Watch Reimbursements); YNAB has 45 actions (including Create Account, Create Category, and Create Category Group). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Candis-to-YNAB automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Candis (or YNAB) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Candis + YNAB automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Candis and YNAB integration.
- Candis and YNAB integration source code, module specs and credentials implementation.
- Our Candis and YNAB integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Candis and YNAB — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Candis integration information
- YNAB integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library