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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.

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Salesforce (REST API)

Integrate the You Need a Budget API with the Salesforce (REST API) API

Setup the You Need a Budget API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate You Need a Budget and Salesforce (REST API) remarkably fast. Free for developers.

Popular Ways to Connect You Need a Budget with Salesforce (REST API)

Add Contact to Campaign with Salesforce (REST API) API on Category Overspent from You Need a Budget API
You Need a Budget + Salesforce (REST API)
 
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Add Contact to Campaign with Salesforce (REST API) API on Low Account Balance from You Need a Budget API
You Need a Budget + Salesforce (REST API)
 
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Add Contact to Campaign with Salesforce (REST API) API on Low Category Balance from You Need a Budget API
You Need a Budget + Salesforce (REST API)
 
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Add Contact to Campaign with Salesforce (REST API) API on New or Updated Transaction from You Need a Budget API
You Need a Budget + Salesforce (REST API)
 
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Add Contact to Campaign with Salesforce (REST API) API on New Spending In Account from You Need a Budget API
You Need a Budget + Salesforce (REST API)
 
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Popular You Need a Budget and Salesforce (REST API) Triggers

Category Overspent from the You Need a Budget API

Emit new event when a category budget is overspent

 
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Low Account Balance from the You Need a Budget API

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

 
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Low Category Balance from the You Need a Budget API

Emit new event when a category balance drops below a certain amount

 
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New or Updated Transaction from the You Need a Budget API

Emit new event for every new or updated transaction. See the docs

 
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New Spending In Account from the You Need a Budget API

Emit new event for every spending in an account. See the docs

 
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Popular You Need a Budget and Salesforce (REST API) Actions

Add Contact to Campaign with the Salesforce (REST API) API

Adds an existing contact to an existing campaign. See Event SObject and Create Record

 
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Create Transaction with the You Need a Budget API

Creates a single transaction. See the docs

 
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Add Lead to Campaign with the Salesforce (REST API) API

Adds an existing lead to an existing campaign. See Event SObject and Create Record

 
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Get Account with the You Need a Budget API

Get an account specified by ID. See the docs

 
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Convert SOAP XML Object to JSON with the Salesforce (REST API) API

Converts a SOAP XML Object received from Salesforce to JSON

 
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Overview of You Need a Budget

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.

Connect You Need a Budget

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    you_need_a_budget: {
      type: "app",
      app: "you_need_a_budget",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.youneedabudget.com/v1/user`,
      headers: {
        Authorization: `Bearer ${this.you_need_a_budget.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Salesforce (REST API)

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce (REST API)

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})
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