Budgets.ai API Integrations

Build and run workflows using the Budgets.ai API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.

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Overview#

The Budgets.ai API offers robust tools for managing budgets, tracking expenses, and monitoring financial goals. By leveraging this API on Pipedream, you can automate your financial data processes, sync with other financial tools, and generate real-time analytics and notifications. Pipedream's serverless platform facilitates the integration of Budgets.ai with hundreds of other apps, enabling you to create custom, automated workflows that fit your financial management needs.

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    budgets_ai: {
      type: "app",
      app: "budgets_ai",
    }
  },
  async run({steps, $}) {
    const data = {
      "api_key": `${this.budgets_ai.$auth.api_key}`,
      "domain": `pipedream.com`,
    }
    return await axios($, {
      method: "post",
      url: `https://crm.budgets.ai/api-product/incoming-webhook/enrich-company`,
      headers: {
        "Content-Type": `application/json`,
      },
      data,
    })
  },
})

Example Use Cases#

Synchronize Financial Data: Automate the import of transactions from your business bank account into Budgets.ai by connecting it with a banking app via Pipedream. Every time a new transaction is posted, it triggers a Pipedream workflow that adds the transaction to your Budgets.ai ledger.
Budget Threshold Alerts: Set up a workflow where Pipedream monitors your Budgets.ai categories. When spending approaches the budget limit, trigger an SMS or email alert via Twilio or SendGrid. Stay proactive with budget management without having to manually check figures.
Expense Approval Automation: Connect Budgets.ai to Slack using Pipedream. When an expense is submitted for approval in Budgets.ai, trigger a Slack message to the relevant manager for review. Once approved in Slack, the workflow updates the expense status in Budgets.ai, streamlining the approval process.

Authentication#

Name Slug: budgets_ai

Budgets.ai uses API keys for authentication. When you connect your Budgets.ai account, Pipedream securely stores the keys so you can easily authenticate to Budgets.ai APIs in both code and no-code steps.

To retrieve your API Key,

Navigate to your Budgets.ai account and sign in
Go to “API / Webhooks” > “Use the API”

Start for free — no credit card required

Watch a demo

Budgets.ai

Budgets.ai API Integrations

Build and run workflows using the Budgets.ai API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.