← You Need a Budget + Zoom integrations

Add Meeting 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 Meeting Registrant action
    1. Connect your Zoom account
    2. Configure meeting_id
    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
    11. Optional- Configure state
    12. Optional- Configure phone
    13. Optional- Configure industry
    14. Optional- Configure org
    15. Optional- Configure job_title
    16. Optional- Configure purchasing_time_frame
    17. Optional- Configure role_in_purchase_process
    18. Optional- Configure no_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 meeting.
Version:0.2.1
Key:zoom-add-meeting-registrant

Action Code

// legacy_hash_id: a_zNiweO
import { axios } from "@pipedream/platform";

export default {
  key: "zoom-add-meeting-registrant",
  name: "Add Meeting Registrant",
  description: "Registers a participant for a meeting.",
  version: "0.2.1",
  type: "action",
  props: {
    zoom: {
      type: "app",
      app: "zoom",
    },
    meeting_id: {
      type: "string",
      description: "The meeting ID.",
    },
    occurrence_ids: {
      type: "string",
      description: "Occurrence IDs. You can find these with the meeting get API. Multiple values separated by comma.",
      optional: true,
    },
    email: {
      type: "string",
      description: "A valid email address of the registrant.",
    },
    first_name: {
      type: "string",
      description: "Registrant's first name.",
    },
    last_name: {
      type: "string",
      description: "Registrant's last name.",
    },
    address: {
      type: "string",
      description: "Registrant's address.",
      optional: true,
    },
    city: {
      type: "string",
      description: "Registrant's city.",
      optional: true,
    },
    country: {
      type: "string",
      description: "Registrant's country.",
      optional: true,
    },
    zip: {
      type: "string",
      description: "Registrant's Zip/Postal code.",
      optional: true,
    },
    state: {
      type: "string",
      description: "Registrant's State/Province.",
      optional: true,
    },
    phone: {
      type: "string",
      description: "Registrant's Phone number.",
      optional: true,
    },
    industry: {
      type: "string",
      description: "Registrant's industry.",
      optional: true,
    },
    org: {
      type: "string",
      description: "Registrant's Organization.",
      optional: true,
    },
    job_title: {
      type: "string",
      description: "Registrant's job title.",
      optional: true,
    },
    purchasing_time_frame: {
      type: "string",
      description: "This field can be included to gauge interest of webinar attendees towards buying your product or service.",
      optional: true,
    },
    role_in_purchase_process: {
      type: "string",
      description: "Role in Purchase Process.",
      optional: true,
    },
    no_of_employees: {
      type: "string",
      description: "Number of Employees.",
      optional: true,
    },
    comments: {
      type: "string",
      description: "A field that allows registrants to provide any questions or comments that they might have.",
      optional: true,
    },
    custom_questions: {
      type: "any",
      description: "Custom questions.",
      optional: true,
    },
  },
  async run({ $ }) {
  //See the API docs here: https://marketplace.zoom.us/docs/api-reference/zoom-api/meetings/meetingregistrantcreate
    const config = {
      method: "post",
      url: `https://api.zoom.us/v2/meetings/${this.meeting_id}/registrants`,
      params: {
        occurrence_ids: this.occurrence_ids,
      },
      data: {
        email: this.email,
        first_name: this.first_name,
        last_name: this.last_name,
        address: this.address,
        city: this.city,
        country: this.country,
        zip: this.zip,
        state: this.state,
        phone: this.phone,
        industry: this.industry,
        org: this.org,
        job_title: this.job_title,
        purchasing_time_frame: this.purchasing_time_frame,
        role_in_purchase_process: this.role_in_purchase_process,
        no_of_employees: this.no_of_employees,
        comments: this.comments,
        custom_questions: typeof this.custom_questions == "undefined"
          ? this.custom_questions
          : JSON.parse(this.custom_questions),
      },
      headers: {
        "Authorization": `Bearer ${this.zoom.$auth.oauth_access_token}`,
        "Content-Type": "application/json",
      },
    };
    return await axios($, config);
  },
};

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
ZoomzoomappThis component uses the Zoom app.
meeting_idmeeting_idstring

The meeting ID.

occurrence_idsoccurrence_idsstring

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_namefirst_namestring

Registrant's first name.

last_namelast_namestring

Registrant's last name.

addressaddressstring

Registrant's address.

citycitystring

Registrant's city.

countrycountrystring

Registrant's country.

zipzipstring

Registrant's Zip/Postal code.

statestatestring

Registrant's State/Province.

phonephonestring

Registrant's Phone number.

industryindustrystring

Registrant's industry.

orgorgstring

Registrant's Organization.

job_titlejob_titlestring

Registrant's job title.

purchasing_time_framepurchasing_time_framestring

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

role_in_purchase_processrole_in_purchase_processstring

Role in Purchase Process.

no_of_employeesno_of_employeesstring

Number of Employees.

commentscommentsstring

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

custom_questionscustom_questionsany

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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