Create Multiple Records with Airtable API on Low Account Balance from You Need a Budget API

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Low Account Balance from the You Need a Budget API

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Create Multiple Records with the Airtable API

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Getting Started#

This integration creates a workflow with a You Need a Budget trigger and Airtable action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Low Account Balance trigger
1. Connect your You Need a Budget account
2. Configure timer
3. Select a Budget ID
4. Select a Account ID
5. Configure Amount
Configure the Create Multiple Records action
1. Connect your Airtable account
2. Select a Base
3. Select a Table
4. Configure Records
5. Optional- Configure Typecast
6. Optional- Configure Return Fields By Field ID
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

Low Account Balance on You Need a Budget

Description:Emit new event when an account balance drops below a certain amount

Version:0.0.4

Key:you_need_a_budget-low-account-balance

View on GitHub

You Need a Budget Overview#

The You Need a Budget (YNAB) API offers a direct line into your budgeting data, allowing you to read and write transaction details, access budget categories, update account balances, and more. By leveraging this API on Pipedream, you can automate your financial tracking and synchronize your budget with other aspects of your financial life. This interface is particularly powerful for those looking to streamline their budgeting process, ensure real-time updates across platforms, and generate custom financial reports.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "you_need_a_budget-low-account-balance",
  // eslint-disable-next-line pipedream/source-name
  name: "Low Account Balance",
  description: "Emit new event when an account balance drops below a certain amount",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    accountId: {
      propDefinition: [
        common.props.app,
        "accountId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    amount: {
      propDefinition: [
        common.props.app,
        "amount",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(balance, amount) {
      return {
        id: balance,
        summary: `Balance (${balance}) dropped below ${amount}`,
      };
    },
  },
  async run() {
    const { account } = await this.app.getAccount({
      budgetId: this.budgetId,
      accountId: this.accountId,
    });

    // guarantee correct value is used
    const amount = this.app.convertFromMilliunit(this.app._convertToMilliunit(this.amount));
    const balance = this.app.convertFromMilliunit(account.balance);

    if (balance < amount) {
      const meta = this.generateMeta(balance, amount);
      this.$emit(account, meta);
    }
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
You Need a Budget	`app`	`app`	This component uses the You Need a Budget app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Budget ID	`budgetId`	`string`	Select a value from the drop down menu.
Account ID	`accountId`	`string`	Select a value from the drop down menu.
Amount	`amount`	`string`	E.g. `-290.99`

Trigger Authentication#

You Need a Budget uses OAuth authentication. When you connect your You Need a Budget account, Pipedream will open a popup window where you can sign into You Need a Budget and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any You Need a Budget API.

Pipedream requests the following authorization scopes when you connect your account:

About You Need a Budget#

Money doesn’t have to be messy. The YNAB budgeting app and its simple four-rule method will help you organize your finances, demolish your debt, save piles of cash, and reach your financial goals faster.

Action#

Create Multiple Records on Airtable

Description:Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs. [See the documentation](https://airtable.com/developers/web/api/create-records)

Version:0.0.7

Key:airtable_oauth-create-multiple-records

View on GitHub

Airtable Overview#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Action Code#

import chunk from "lodash.chunk";
import airtable from "../../airtable_oauth.app.mjs";
import common from "../common/common.mjs";

const BATCH_SIZE = 10; // The Airtable API allows us to update up to 10 rows per request.

export default {
  key: "airtable_oauth-create-multiple-records",
  name: "Create Multiple Records",
  description: "Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs. [See the documentation](https://airtable.com/developers/web/api/create-records)",
  version: "0.0.7",
  type: "action",
  props: {
    ...common.props,
    records: {
      propDefinition: [
        airtable,
        "records",
      ],
    },
    typecast: {
      propDefinition: [
        airtable,
        "typecast",
      ],
    },
    returnFieldsByFieldId: {
      propDefinition: [
        airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  async run({ $ }) {
    const baseId = this.baseId?.value ?? this.baseId;
    const tableId = this.tableId?.value ?? this.tableId;

    let data = this.records;
    if (!Array.isArray(data)) {
      data = JSON.parse(data);
    }
    data = data.map((fields) => ({
      fields,
    }));
    if (!data.length) {
      throw new Error("No Airtable record data passed to step. Please pass at least one record");
    }

    const responses = [];
    for (const c of chunk(data, BATCH_SIZE)) {
      try {
        const records = await this.airtable.createRecord({
          baseId,
          tableId,
          data: c,
          opts: {
            typecast: this.typecast,
            returnFieldsByFieldId: this.returnFieldsByFieldId,
          },
        });
        responses.push(...records);
      } catch (err) {
        this.airtable.throwFormattedError(err);
      }
    }

    const l = responses.length;
    $.export("$summary", `Added ${l} record${l === 1
      ? ""
      : "s"} to ${this.baseId?.label || baseId}: [${this.tableId?.label || tableId}](https://airtable.com/${baseId}/${tableId})`);

    return responses;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Airtable	`airtable`	`app`	This component uses the Airtable app.
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
Records	`records`	`string`	Provide an array of objects. Each object should represent a new record with the column name as the key and the data to insert as the corresponding value (e.g., passing `[{"foo":"bar","id":123},{"foo":"baz","id":456}]` will create two records and with values added to the fields `foo` and `id`). The most common pattern is to reference an array of objects exported by a previous step (e.g., `{{steps.foo.$return_value}}`). You may also enter or construct a string that will `JSON.parse()` to an array of objects.
Typecast	`typecast`	`boolean`	The Airtable API will perform best-effort automatic data conversion from string values if the typecast parameter is `True`. Automatic conversion is disabled by default to ensure data integrity, but it may be helpful for integrating with 3rd party data sources.
Return Fields By Field ID	`returnFieldsByFieldId`	`boolean`	An optional boolean value that lets you return field objects where the key is the field id. This defaults to `false`, which returns field objects where the key is the field name.

Action Authentication#

Airtable uses OAuth authentication. When you connect your Airtable account, Pipedream will open a popup window where you can sign into Airtable and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Airtable API.

Pipedream requests the following authorization scopes when you connect your account:

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

Create Multiple Records with Airtable API on Low Account Balance from You Need a Budget API

Pipedream makes it easy to connect APIs for Airtable, You Need a Budget and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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