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Automate tasks across Xero with YNAB

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Xero and YNAB talk.
Here are some common ways to automate work between them.

Send a YNAB notification when Xero receives a high-priority item.Try now
Create a YNAB follow-up from new qualified activity in Xero.Try now
Copy new customer details from Xero into YNAB.Try now
Update the matching YNAB item when a Xero status changes.Try now
Start a review in YNAB when Xero flags an exception.Try now
Summarize new Xero activity and save it in YNAB.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Xero and YNAB work.

Connect your Xero and YNAB. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 35 actions between Xero and YNAB.
Can’t find an action you need? Let us know.

Create or Update ItemsCreateUse this method to create or update items. You can create or update a maximum of 500 items per request, although we recommend batches of 50-100 to optimise efficiency.Create Purchase OrdersCreateCreate purchase orders in Xero.Get Purchase OrderReadRun a get purchase order action in Xero.List Purchase OrdersReadRun a list purchase orders action in Xero.Create or Update ContactCreateCreate or update contact in Xero.List ContactsReadRun a list contacts action in Xero.List ItemsReadRun a list items action in Xero.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Xero and YNAB.

MindCloud connects Xero and YNAB so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Related integrations

Explore other ways to connect Xero with the apps your team already uses, or browse every Xero and YNAB integrations.

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Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.