← You Need a Budget + Zoom integrations

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.

  1. Select this integration
  2. 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
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a category budget is overspent
Version:0.0.2
Key:you_need_a_budget-category-overspent

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.
LabelPropTypeDescription
You Need a BudgetappappThis component uses the You Need a Budget app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Budget IDbudgetIdstringSelect a value from the drop down menu.
Category IDcategoryIdstringSelect 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

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

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.

LabelPropTypeDescription
ZoomappappThis component uses the Zoom app.
WebinarwebinarIdstringSelect a value from the drop down menu.
Occurrence IDsoccurrenceIdsstring

Occurrence IDs. You can find these with the meeting get API. Multiple values separated by comma.

Emailemailstring

A valid email address of the registrant.

First NamefirstNamestring

Registrant's first name.

Last NamelastNamestring

Registrant's last name.

Addressaddressstring

Registrant's address.

Citycitystring

Registrant's city.

Countrycountrystring

Registrant's country.

Zip/Postal Codezipstring

Registrant's Zip/Postal code.

State/Provincestatestring

Registrant's State/Province.

Phonephonestring

Registrant's Phone number.

Industryindustrystring

Registrant's industry.

Organizationorgstring

Registrant's Organization.

Job TitlejobTitlestring

Registrant's job title.

Purchasing Time FramepurchasingTimeFramestring

This field can be included to gauge interest of webinar attendees towards buying your product or service.

Role in Purchase ProcessroleInPurchaseProcessstring

Role in Purchase Process.

Number of EmployeesnoOfEmployeesstring

Number of Employees.

Commentscommentsstring

A field that allows registrants to provide any questions or comments that they might have.

Custom QuestionscustomQuestionsstring

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:

About Zoom

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars.

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