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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Add Webinar Registrant with the Zoom 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:0.0.4

Key:you_need_a_budget-category-overspent

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-category-overspent",
  // eslint-disable-next-line pipedream/source-name
  name: "Category Overspent",
  description: "Emit new event when a category budget is overspent",
  version: "0.0.4",
  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:0.3.3

Key:zoom-add-webinar-registrant

View on GitHub

Zoom Overview#

The Zoom API lets you tap into a rich set of functionalities to enhance the video conferencing experience within your own app or workflow. With the Zoom API on Pipedream, you can automatically create meetings, manage users, send meeting notifications, and more, orchestrating these actions within a broader automation. This allows for seamless integration with other services, enabling both data collection and action triggers based on Zoom events.

Pipedream workflows allow you to run any Node.js code that connects to the Zoom API. Just create a new workflow, then add prebuilt Zoom actions (create a meeting, send a chat message, etc.) or write your own code. These workflows can be triggered by HTTP requests, timers, email, or on any app-based event (new tweets, a Github PR, Zoom events, etc).

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: "0.3.3",
  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 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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