Create a Board with Trello API on New Spending In Account from You Need a Budget API

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New Spending In Account from the You Need a Budget API

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Create a Board with the Trello API

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Getting Started#

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

Select this integration
Configure the New Spending In Account trigger
1. Connect your You Need a Budget account
2. Configure timer
3. Select a Budget ID
4. Select a Account ID
5. Optional- Configure Since Date
Configure the Create a Board action
1. Connect your Trello account
2. Configure Name
3. Optional- Configure Default Labels
4. Optional- Configure Default Lists
5. Optional- Configure Description
6. Select a Organization ID
7. Optional- Select a Board Source ID
8. Optional- Select a Keep From Source
9. Optional- Select a Power-Ups
10. Optional- Select a Prefs Permission Level
11. Optional- Select a Prefs Voting
12. Optional- Select a Prefs Comments
13. Optional- Select a Prefs Invitations
14. Optional- Configure Prefs Self Join
15. Optional- Configure Prefs Card Covers
16. Optional- Select a Prefs Background
17. Optional- Select a Prefs Card Aging
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#

New Spending In Account on You Need a Budget

Description:Emit new event for every spending in an account. [See the docs](https://api.youneedabudget.com/v1#/Transactions/getTransactionsByAccount)

Version:0.0.4

Key:you_need_a_budget-new-spending-in-account

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.

Note that Pipedream is not affiliated, associated, or in any way officially connected with YNAB, or any of its subsidiaries or its affiliates. The official YNAB website can be found at ynab.com. The names YNAB and You Need A Budget as well as related names, marks, emblems and images are registered trademarks of YNAB.

Trigger Code#

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

export default {
  ...common,
  key: "you_need_a_budget-new-spending-in-account",
  name: "New Spending In Account",
  description: "Emit new event for every spending in an account. [See the docs](https://api.youneedabudget.com/v1#/Transactions/getTransactionsByAccount)",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    accountId: {
      propDefinition: [
        common.props.app,
        "accountId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    sinceDate: {
      propDefinition: [
        common.props.app,
        "date",
      ],
      label: "Since Date",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    generateMeta(event) {
      const {
        id,
        date,
        amount,
        account_name: account,
      } = event;
      const spent = this.app.convertFromMilliunit(amount);
      return {
        id,
        summary: `New transaction in ${account} account: ${spent}`,
        ts: Date.parse(date),
      };
    },
  },
  async run() {
    const lastKnowledgeOfServer = this.getLastKnowledgeOfServer();
    const {
      server_knowledge: serverKnowledge,
      transactions = [],
    } = await this.app.getTransactionsByAccount({
      budgetId: this.budgetId,
      accountId: this.accountId,
      sinceDate: this.sinceDate || undefined,
      lastKnowledgeOfServer,
    });
    this.setLastKnowledgeOfServer(serverKnowledge);
    for (const transaction of transactions) {
      const meta = this.generateMeta(transaction);
      this.$emit(transaction, 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.
Since Date	`sinceDate`	`string`	The transaction date in ISO format `YYYY-MM-DD` (e.g. `2016-12-01`).

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 a Board on Trello

Description:Create a new Trello board or copy from an existing one. [See the documentation](https://developer.atlassian.com/cloud/trello/rest/api-group-boards/#api-boards-post).

Version:0.2.3

Key:trello-create-board

View on GitHub

Trello Overview#

Trello's API lets you craft workflows around managing boards, lists, cards, and users. With Pipedream, you can automate Trello tasks, like syncing cards with external databases, updating checklists, and posting notifications to other platforms. It enables seamless connection with other apps, fostering productivity by automating routine board operations, card management, and team notifications.

Action Code#

import constants from "../../common/constants.mjs";
import app from "../../trello.app.mjs";

export default {
  key: "trello-create-board",
  name: "Create a Board",
  description: "Create a new Trello board or copy from an existing one. [See the documentation](https://developer.atlassian.com/cloud/trello/rest/api-group-boards/#api-boards-post).",
  version: "0.2.3",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "The new name for the board. 1 to 16384 characters long.",
    },
    defaultLabels: {
      type: "boolean",
      label: "Default Labels",
      description: "Determines whether to use the default set of labels.",
      optional: true,
    },
    defaultLists: {
      type: "boolean",
      label: "Default Lists",
      description: "Determines whether to add the default set of lists to a board (To Do, Doing, Done). It is ignored if idBoardSource is provided.",
      optional: true,
    },
    desc: {
      type: "string",
      label: "Description",
      description: "A new description for the board, 0 to 16384 characters long",
      optional: true,
    },
    idOrganization: {
      type: "string",
      label: "Organization ID",
      description: "The id or name of the team the board should belong to.",
      optional: false,
      propDefinition: [
        app,
        "idOrganizations",
      ],
    },
    idBoardSource: {
      label: "Board Source ID",
      description: "The id of a board to copy into the new board.",
      optional: true,
      propDefinition: [
        app,
        "board",
      ],
    },
    keepFromSource: {
      type: "string",
      label: "Keep From Source",
      description: "To keep cards from the original board pass in the value `cards`.",
      optional: true,
      options: [
        "none",
        "cards",
      ],
    },
    powerUps: {
      type: "string",
      label: "Power-Ups",
      description: "The Power-Ups that should be enabled on the new board. One of: `all`, `calendar`, `cardAging`, `recap`, `voting`.",
      optional: true,
      options: constants.POWER_UPS,
    },
    prefsPermissionLevel: {
      type: "string",
      description: "The permissions level of the board. One of: org, private, public.",
      label: "Prefs Permission Level",
      optional: true,
      options: constants.PREFS_PERMISSION_LEVELS,
    },
    prefsVoting: {
      type: "string",
      label: "Prefs Voting",
      description: "Who can vote on this board. One of disabled, members, observers, org, public.",
      optional: true,
      options: constants.PREFS_VOTING,
    },
    prefsComments: {
      type: "string",
      label: "Prefs Comments",
      description: "Who can comment on cards on this board. One of: disabled, members, observers, org, public.",
      optional: true,
      options: constants.PREFS_COMMENTS,
    },
    prefsInvitations: {
      type: "string",
      label: "Prefs Invitations",
      description: "Determines what types of members can invite users to join. One of: admins, members.",
      optional: true,
      options: constants.PREFS_INVITATIONS,
    },
    prefsSelfJoin: {
      type: "boolean",
      label: "Prefs Self Join",
      description: "Determines whether users can join the boards themselves or whether they have to be invited.",
      optional: true,
    },
    prefsCardCovers: {
      type: "boolean",
      label: "Prefs Card Covers",
      description: "Determines whether card covers are enabled.",
      optional: true,
    },
    prefsBackground: {
      type: "string",
      label: "Prefs Background",
      description: "The id of a custom background or one of: `blue`, `orange`, `green`, `red`, `purple`, `pink`, `lime`, `sky`, `grey`.",
      optional: true,
      options: constants.PREFS_BACKGROUNDS,
    },
    prefsCardAging: {
      type: "string",
      label: "Prefs Card Aging",
      description: "Determines the type of card aging that should take place on the board if card aging is enabled. One of: pirate, regular.",
      optional: true,
      options: constants.PREFS_CARD_AGING,
    },
  },
  async run({ $ }) {
    const {
      app,
      name,
      defaultLabels,
      defaultLists,
      desc,
      idOrganization,
      idBoardSource,
      keepFromSource,
      powerUps,
      prefsPermissionLevel,
      prefsVoting,
      prefsComments,
      prefsInvitations,
      prefsSelfJoin,
      prefsCardCovers,
      prefsBackground,
      prefsCardAging,
    } = this;

    const response = await app.createBoard({
      $,
      params: {
        name,
        defaultLabels,
        defaultLists,
        desc,
        idOrganization,
        idBoardSource,
        keepFromSource,
        powerUps,
        prefs_permissionLevel: prefsPermissionLevel,
        prefs_voting: prefsVoting,
        prefs_comments: prefsComments,
        prefs_invitations: prefsInvitations,
        prefs_selfJoin: prefsSelfJoin,
        prefs_cardCovers: prefsCardCovers,
        prefs_background: prefsBackground,
        prefs_cardAging: prefsCardAging,
      },
    });

    $.export("$summary", `Successfully created board with ID \`${response.id}\`.`);

    return response;
  },
};

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
Trello	`app`	`app`	This component uses the Trello app.
Name	`name`	`string`	The new name for the board. 1 to 16384 characters long.
Default Labels	`defaultLabels`	`boolean`	Determines whether to use the default set of labels.
Default Lists	`defaultLists`	`boolean`	Determines whether to add the default set of lists to a board (To Do, Doing, Done). It is ignored if idBoardSource is provided.
Description	`desc`	`string`	A new description for the board, 0 to 16384 characters long
Organization ID	`idOrganization`	`string`	Select a value from the drop down menu.
Board Source ID	`idBoardSource`	`string`	Select a value from the drop down menu.
Keep From Source	`keepFromSource`	`string`	Select a value from the drop down menu:`nonecards`
Power-Ups	`powerUps`	`string`	Select a value from the drop down menu:`allcalendarcardAgingrecapvoting`
Prefs Permission Level	`prefsPermissionLevel`	`string`	Select a value from the drop down menu:`orgprivatepublic`
Prefs Voting	`prefsVoting`	`string`	Select a value from the drop down menu:`disabledmembersobserversorgpublic`
Prefs Comments	`prefsComments`	`string`	Select a value from the drop down menu:`disabledmembersobserversorgpublic`
Prefs Invitations	`prefsInvitations`	`string`	Select a value from the drop down menu:`adminsmembers`
Prefs Self Join	`prefsSelfJoin`	`boolean`	Determines whether users can join the boards themselves or whether they have to be invited.
Prefs Card Covers	`prefsCardCovers`	`boolean`	Determines whether card covers are enabled.
Prefs Background	`prefsBackground`	`string`	Select a value from the drop down menu:`blueorangegreenredpurplepinklimeskygrey`
Prefs Card Aging	`prefsCardAging`	`string`	Select a value from the drop down menu:`pirateregular`

Action Authentication#

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

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

readwrite

Create a Board with Trello API on New Spending In Account from You Need a Budget API

Pipedream makes it easy to connect APIs for Trello, You Need a Budget and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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