Add Webinar Registrant with Zoom API on Category Overspent from You Need a Budget API

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Category Overspent from the You Need a Budget API

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Getting Started#

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

Select this integration
Configure the Category Overspent trigger
1. Connect your You Need a Budget account
2. Configure timer
3. Select a Budget ID
4. Select a Category ID
Configure the Add Webinar Registrant action
1. Connect your Zoom account
2. Select a Webinar
3. Optional- Configure Occurrence IDs
4. Configure Email
5. Configure First Name
6. Configure Last Name
7. Optional- Configure Address
8. Optional- Configure City
9. Optional- Configure Country
10. Optional- Configure Zip/Postal Code
11. Optional- Configure State/Province
12. Optional- Configure Phone
13. Optional- Configure Industry
14. Optional- Configure Organization
15. Optional- Configure Job Title
16. Optional- Configure Purchasing Time Frame
17. Optional- Configure Role in Purchase Process
18. Optional- Configure Number of Employees
19. Optional- Configure Comments
20. Optional- Configure Custom Questions
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#

Category Overspent on You Need a Budget

Description:Emit new event when a category budget is overspent

Version:0.0.2

Key:you_need_a_budget-category-overspent

View on GitHub

You Need a Budget Overview#

The You Need a Budget (YNAB) API provides APIs to interact with YNAB users’
budgets, transactions, and more. With the YNAB API, developers have the ability
to build applications that are tailored to an individual's budget and financial
lifestyle.

Whether you're looking to create an app to assist with budgeting and tracking
expenses, generating reports, or getting a real-time view of an individual's
budget and movements, the YNAB API provides the tools to do it. The YNAB API is
easy to use, secure, and versatile.

Here are some examples of how you can use the YNAB API:

Build an application to track expenses and generate reports
Monitor the balances of multiple budgets
Generate a budget snapshot based on accounts
Create custom visualizations and analytics tools
Create notifications when specific budget values change
Automate budgeting tasks, such as transfers and payments between accounts
Create interactive dashboards and track real-time trends
Enforce budgeting rules, such as threshold limits or budget goal tracking

Trigger Code#

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

export default {
  ...common,
  key: "you_need_a_budget-category-overspent",
  // eslint-disable-next-line pipedream/source-name
  name: "Category Overspent",
  description: "Emit new event when a category budget is overspent",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    categoryId: {
      propDefinition: [
        common.props.app,
        "categoryId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(balance, amount) {
      return {
        id: balance,
        summary: `Balance (${balance}) for ${this.getThisMonth()} dropped below ${amount}`,
      };
    },
  },
  async run() {
    const { category } = await this.app.getCategoryBudget({
      budgetId: this.budgetId,
      categoryId: this.categoryId.value,
    });

    const balance = this.app.convertFromMilliunit(category.balance);
    const budgeted = this.app.convertFromMilliunit(category.budgeted);

    if (balance < budgeted) {
      const meta = this.generateMeta(balance, budgeted);
      this.$emit(category, 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.
Category ID	`categoryId`	`string`	Select a value from the drop down menu.

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#

Add Webinar Registrant on Zoom

Description:Registers a participant for a webinar. [See the docs here](https://marketplace.zoom.us/docs/api-reference/zoom-api/webinars/webinarregistrantcreate).

Version:0.3.0

Key:zoom-add-webinar-registrant

View on GitHub

Action Code#

import app from "../../zoom.app.mjs";

export default {
  key: "zoom-add-webinar-registrant",
  name: "Add Webinar Registrant",
  description: "Registers a participant for a webinar. [See the docs here](https://marketplace.zoom.us/docs/api-reference/zoom-api/webinars/webinarregistrantcreate).",
  version: "0.3.0",
  type: "action",
  props: {
    app,
    webinarId: {
      propDefinition: [
        app,
        "webinarId",
      ],
    },
    occurrenceIds: {
      propDefinition: [
        app,
        "occurrenceIds",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    firstName: {
      propDefinition: [
        app,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        app,
        "lastName",
      ],
    },
    address: {
      propDefinition: [
        app,
        "address",
      ],
    },
    city: {
      propDefinition: [
        app,
        "city",
      ],
    },
    country: {
      propDefinition: [
        app,
        "country",
      ],
    },
    zip: {
      propDefinition: [
        app,
        "zip",
      ],
    },
    state: {
      propDefinition: [
        app,
        "state",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    industry: {
      propDefinition: [
        app,
        "industry",
      ],
    },
    org: {
      propDefinition: [
        app,
        "org",
      ],
    },
    jobTitle: {
      propDefinition: [
        app,
        "jobTitle",
      ],
    },
    purchasingTimeFrame: {
      propDefinition: [
        app,
        "purchasingTimeFrame",
      ],
    },
    roleInPurchaseProcess: {
      propDefinition: [
        app,
        "roleInPurchaseProcess",
      ],
    },
    noOfEmployees: {
      propDefinition: [
        app,
        "noOfEmployees",
      ],
    },
    comments: {
      propDefinition: [
        app,
        "comments",
      ],
    },
    customQuestions: {
      propDefinition: [
        app,
        "customQuestions",
      ],
    },
  },
  methods: {
    addWebinarRegistrant({
      webinarId, ...args
    } = {}) {
      return this.app.create({
        path: `/webinars/${webinarId}/registrants`,
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      webinarId,
      occurrenceIds,
      email,
      firstName,
      lastName,
      address,
      city,
      country,
      zip,
      state,
      phone,
      industry,
      org,
      jobTitle,
      purchasingTimeFrame,
      roleInPurchaseProcess,
      noOfEmployees,
      comments,
      customQuestions,
    } = this;

    const response = await this.addWebinarRegistrant({
      step,
      webinarId,
      params: {
        occurrence_ids: occurrenceIds,
      },
      data: {
        email,
        first_name: firstName,
        last_name: lastName,
        address,
        city,
        country,
        zip,
        state,
        phone,
        industry,
        org,
        job_title: jobTitle,
        purchasing_time_frame: purchasingTimeFrame,
        role_in_purchase_process: roleInPurchaseProcess,
        no_of_employees: noOfEmployees,
        comments,
        custom_questions: typeof(customQuestions) === "undefined"
          ? customQuestions
          : JSON.parse(customQuestions),
      },
    });

    step.export("$summary", `Successfully added registrant to webinar with ID \`${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
Zoom	`app`	`app`	This component uses the Zoom app.
Webinar	`webinarId`	`string`	Select a value from the drop down menu.
Occurrence IDs	`occurrenceIds`	`string`	Occurrence IDs. You can find these with the meeting get API. Multiple values separated by comma.
Email	`email`	`string`	A valid email address of the registrant.
First Name	`firstName`	`string`	Registrant's first name.
Last Name	`lastName`	`string`	Registrant's last name.
Address	`address`	`string`	Registrant's address.
City	`city`	`string`	Registrant's city.
Country	`country`	`string`	Registrant's country.
Zip/Postal Code	`zip`	`string`	Registrant's Zip/Postal code.
State/Province	`state`	`string`	Registrant's State/Province.
Phone	`phone`	`string`	Registrant's Phone number.
Industry	`industry`	`string`	Registrant's industry.
Organization	`org`	`string`	Registrant's Organization.
Job Title	`jobTitle`	`string`	Registrant's job title.
Purchasing Time Frame	`purchasingTimeFrame`	`string`	This field can be included to gauge interest of webinar attendees towards buying your product or service.
Role in Purchase Process	`roleInPurchaseProcess`	`string`	Role in Purchase Process.
Number of Employees	`noOfEmployees`	`string`	Number of Employees.
Comments	`comments`	`string`	A field that allows registrants to provide any questions or comments that they might have.
Custom Questions	`customQuestions`	`string`	Custom questions.

Action Authentication#

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

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

Add Webinar Registrant with Zoom API on Category Overspent from You Need a Budget API

Pipedream makes it easy to connect APIs for Zoom, You Need a Budget and 1000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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