← You Need a Budget + Google Drive integrations

Add File Sharing Preference with Google Drive API on New Spending In Account from You Need a Budget API

Pipedream makes it easy to connect APIs for Google Drive, You Need a Budget and 2,000+ other apps remarkably fast.

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New Spending In Account from the You Need a Budget API
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Add File Sharing Preference with the Google Drive API
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Getting Started

This integration creates a workflow with a You Need a Budget trigger and Google Drive 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 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
  3. Configure the Add File Sharing Preference action
    1. Connect your Google Drive account
    2. Optional- Select a Drive
    3. Select a File or Folder
    4. Optional- Select a Role
    5. Optional- Select a Type
    6. Optional- Configure Domain
    7. Optional- Configure Email Address
  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 for every spending in an account. [See the docs](https://api.youneedabudget.com/v1#/Transactions/getTransactionsByAccount)
Version:0.0.1
Key:you_need_a_budget-spending-in-account

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-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: "0.0.1",
  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.
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.
Account IDaccountIdstringSelect a value from the drop down menu.
Since DatesinceDatestring

E.g. 2021-11-29

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:Add a [sharing](https://support.google.com/drive/answer/7166529) permission to the sharing preferences of a file or folder and provide a sharing URL. [See the docs](https://developers.google.com/drive/api/v3/reference/permissions/create) for more information
Version:0.1.2
Key:google_drive-add-file-sharing-preference

Google Drive Overview

Using the Google Drive API, you can build applications that:

  • Create and manage files and folders
  • Download and upload files
  • Share and organize files
  • Search for files
  • Track changes to files
  • And much more!

Action Code

import googleDrive from "../../google_drive.app.mjs";

/**
 * Uses Google Drive API to create a permission for a file. The role granted by
 * the permission is one of `owner`,`organizer`,`fileOrganizer`,
 * `writer`,`commenter`, `reader`. See the [Google Drive API Reference for
 * Permissions](https://bit.ly/2XKKG1X) for more information.
 */
export default {
  key: "google_drive-add-file-sharing-preference",
  name: "Add File Sharing Preference",
  description:
    "Add a [sharing](https://support.google.com/drive/answer/7166529) permission to the sharing preferences of a file or folder and provide a sharing URL. [See the docs](https://developers.google.com/drive/api/v3/reference/permissions/create) for more information",
  version: "0.1.2",
  type: "action",
  props: {
    googleDrive,
    drive: {
      propDefinition: [
        googleDrive,
        "watchedDrive",
      ],
      optional: true,
    },
    fileOrFolderId: {
      propDefinition: [
        googleDrive,
        "fileOrFolderId",
        (c) => ({
          drive: c.drive,
        }),
      ],
      optional: false,
      description: "The file or folder to share",
    },
    role: {
      propDefinition: [
        googleDrive,
        "role",
      ],
    },
    type: {
      propDefinition: [
        googleDrive,
        "type",
      ],
    },
    domain: {
      propDefinition: [
        googleDrive,
        "domain",
      ],
    },
    emailAddress: {
      propDefinition: [
        googleDrive,
        "emailAddress",
      ],
    },
  },
  async run({ $ }) {
    const {
      fileOrFolderId,
      role,
      type,
      domain,
      emailAddress,
    } = this;
    // Create the permission for the file
    await this.googleDrive.createPermission(fileOrFolderId, {
      role,
      type,
      domain,
      emailAddress,
    });

    // Get the file to get the `webViewLink` sharing URL
    const resp = await this.googleDrive.getFile(this.fileOrFolderId);
    const webViewLink = resp.webViewLink;
    $.export("$summary", `Successfully added a sharing permission to the file, "${resp.name}"`);
    return webViewLink;
  },
};

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
Google DrivegoogleDriveappThis component uses the Google Drive app.
DrivedrivestringSelect a value from the drop down menu.
File or FolderfileOrFolderIdstringSelect a value from the drop down menu.
RolerolestringSelect a value from the drop down menu:ownerorganizerfileOrganizerwritercommenterreader
TypetypestringSelect a value from the drop down menu:usergroupdomainanyone
Domaindomainstring

The domain of the G Suite organization to which this permission refers if Type is domain (e.g., yourcomapany.com)

Email AddressemailAddressstring

The email address of the user or group to which this permission refers if Type is user or group

Action Authentication

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

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

emailprofilehttps://www.googleapis.com/auth/drivehttps://www.googleapis.com/auth/drive.readonly

About Google Drive

Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.

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