← You Need a Budget + Shopify integrations

Add Products to Custom Collections with Shopify API on New Spending In Account from You Need a Budget API

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New Spending In Account from the You Need a Budget API
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Add Products to Custom Collections with the Shopify API
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Getting Started

This integration creates a workflow with a You Need a Budget trigger and Shopify 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 Products to Custom Collections action
    1. Connect your Shopify account
    2. Select one or more Product IDs
    3. Select one or more Collection IDs
  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:0.0.4
Key:you_need_a_budget-new-spending-in-account

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.

Trigger Code

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

export default {
  ...common,
  key: "you_need_a_budget-new-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: "0.0.4",
  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

The transaction date in ISO format YYYY-MM-DD (e.g. 2016-12-01).

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:Adds a product or products to a custom collection or collections. [See the docs](https://shopify.dev/docs/api/admin-rest/2023-01/resources/collect#post-collects)
Version:0.0.3
Key:shopify_developer_app-add-product-to-custom-collection

Shopify Overview

The Shopify Admin REST & GraphQL API unleashes a myriad of possibilities to automate and enhance online store operations. It provides programmatic access to Shopify functionalities, allowing users to manage products, customers, orders, and more. Leveraging the Shopify Admin API within Pipedream, developers can create custom workflows that automate repetitive tasks, sync data across platforms, and respond dynamically to events in Shopify.

This integration can be used as a custom app on your store, or for automating actions on behalf of merchants through your Shopify app.

Looking for integrating into the Shopify Partner API for your apps, themes or referrals? Check out our Shopify Partner API integration.

Action Code

import shopify from "../../shopify_developer_app.app.mjs";
import common from "../../../shopify/actions/add-product-to-custom-collection/common.mjs";

export default {
  ...common,
  key: "shopify_developer_app-add-product-to-custom-collection",
  name: "Add Products to Custom Collections",
  description: "Adds a product or products to a custom collection or collections. [See the docs](https://shopify.dev/docs/api/admin-rest/2023-01/resources/collect#post-collects)",
  version: "0.0.3",
  type: "action",
  props: {
    shopify,
    productIds: {
      propDefinition: [
        shopify,
        "productId",
      ],
      type: "string[]",
      label: "Product IDs",
    },
    collectionIds: {
      propDefinition: [
        shopify,
        "collectionId",
      ],
      type: "string[]",
      label: "Collection IDs",
      description: "IDs of the collections that the product will be added to",
      optional: false,
    },
  },
};

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
ShopifyshopifyappThis component uses the Shopify app.
Product IDsproductIdsstring[]Select a value from the drop down menu.
Collection IDscollectionIdsstring[]Select a value from the drop down menu.

Action Authentication

Shopify uses API keys for authentication. When you connect your Shopify account, Pipedream securely stores the keys so you can easily authenticate to Shopify APIs in both code and no-code steps.

Get your Access Token

Create a custom app in Shopify to obtain your Admin API access token. See our detailed instructions here.

Enter your Admin API access token below, and save it in a secure location (we recommend using a password manager such as 1Password)

About Shopify

Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.

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Category Overspent from the You Need a Budget API

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Low Account Balance from the You Need a Budget API

Emit new event when an account balance drops below a certain amount

 
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Emit new event when a category balance drops below a certain amount

 
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New or Updated Transaction from the You Need a Budget API

Emit new event for every new or updated transaction. See the docs

 
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New Spending In Account from the You Need a Budget API

Emit new event for every spending in an account. See the docs

 
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Get an account specified by ID. See the docs

 
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List all accounts for a specific budget. See the docs

 
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