← You Need a Budget + Airtable integrations

Create Multiple Records with Airtable API on Category Overspent from You Need a Budget API

Pipedream makes it easy to connect APIs for Airtable, You Need a Budget and 1000+ other apps remarkably fast.

Trigger workflow on
Category Overspent from the You Need a Budget API
Next, do this
Create Multiple Records with the Airtable API
No credit card required
Into to Pipedream
Watch us build a workflow
Watch us build a workflow
7 min
Watch now ➜

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

Adyen logo
Brex logo
Carta logo
Checkr logo
Chameleon logo
DevRev logo
LinkedIn logo
Netflix logo
New Relic logo
OnDeck logo
Replicated logo
Scale AI logo
Teamwork logo
Warner Bros. logo
Xendit logo

Developers Pipedream

Getting Started

This integration creates a workflow with a You Need a Budget trigger and Airtable 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 Create Multiple Records action
    1. Connect your Airtable account
    2. Select a Base
    3. Select a Table
    4. Configure Records
    5. Configure Typecast
  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:Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs.
Version:0.2.0
Key:airtable-create-multiple-records

Airtable Overview

Using the Airtable API, you can build applications that can:

  • Create and manage databases
  • Add, update, and delete records
  • Search for records
  • Sort and filter records
  • Display records in a variety of ways
  • Import and export data

Action Code

import chunk from "lodash.chunk";
import airtable from "../../airtable.app.mjs";
import common from "../common.mjs";

const BATCH_SIZE = 10; // The Airtable API allows us to update up to 10 rows per request.

export default {
  key: "airtable-create-multiple-records",
  name: "Create Multiple Records",
  description: "Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs.",
  version: "0.2.0",
  type: "action",
  props: {
    ...common.props,
    records: {
      propDefinition: [
        airtable,
        "records",
      ],
    },
    typecast: {
      propDefinition: [
        airtable,
        "typecast",
      ],
    },
  },
  async run({ $ }) {
    const baseId = this.baseId?.value ?? this.baseId;
    const tableId = this.tableId?.value ?? this.tableId;

    const table = this.airtable.base(baseId)(tableId);

    let data = this.records;
    if (!Array.isArray(data)) {
      data = JSON.parse(data);
    }
    data = data.map((fields) => ({
      fields,
    }));
    if (!data.length) {
      throw new Error("No Airtable record data passed to step. Please pass at least one record");
    }

    const params = {
      typecast: this.typecast,
    };

    const responses = [];
    for (const c of chunk(data, BATCH_SIZE)) {
      try {
        responses.push(...(await table.create(c, params)));
      } catch (err) {
        this.airtable.throwFormattedError(err);
      }
    }

    const l = responses.length;
    $.export("$summary", `Added ${l} record${l === 1
      ? ""
      : "s"} to ${this.baseId?.label || baseId}: [${this.tableId?.label || tableId}](https://airtable.com/${baseId}/${tableId})`);

    return responses;
  },
};

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
AirtableairtableappThis component uses the Airtable app.
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
Recordsrecordsstring

Provide an array of objects. Each object should represent a new record with the column name as the key and the data to insert as the corresponding value (e.g., passing [{"foo":"bar","id":123},{"foo":"baz","id":456}] will create two records and with values added to the fields foo and id). The most common pattern is to reference an array of objects exported by a previous step (e.g., {{steps.foo.$return_value}}). You may also enter or construct a string that will JSON.parse() to an array of objects.

Typecasttypecastboolean

The Airtable API will perform best-effort automatic data conversion from string values if the typecast parameter is True. Automatic conversion is disabled by default to ensure data integrity, but it may be helpful for integrating with 3rd party data sources.

Action Authentication

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

Visit your account settings, copy your API key, and enter it below. If you only need to read data from Airtable, and not modify it, you can generate a read-only API key.


get airtable api key

About Airtable

Looks like a spreadsheet, acts like a database.

More Ways to Connect Airtable + You Need a Budget

Delete Record with Airtable API on Category Overspent from You Need a Budget API
You Need a Budget + Airtable
 
Try it
List Records in View with Airtable API on Category Overspent from You Need a Budget API
You Need a Budget + Airtable
 
Try it
List Records with Airtable API on Category Overspent from You Need a Budget API
You Need a Budget + Airtable
 
Try it
Delete Record with Airtable API on Low Account Balance from You Need a Budget API
You Need a Budget + Airtable
 
Try it
List Records in View with Airtable API on Low Account Balance from You Need a Budget API
You Need a Budget + Airtable
 
Try it
Category Overspent from the You Need a Budget API

Emit new event when a category budget is overspent

 
Try it
Low Account Balance from the You Need a Budget API

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

 
Try it
Low Category Balance from the You Need a Budget API

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

 
Try it
New or Updated Transaction from the You Need a Budget API

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

 
Try it
New Spending In Account from the You Need a Budget API

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

 
Try it
Create Transaction with the You Need a Budget API

Creates a single transaction. See the docs

 
Try it
Update Category Budget with the You Need a Budget API

Update a category budget for a specific month. See the docs

 
Try it
Create single record with the Airtable API

Adds a record to a table.

 
Try it
Create Multiple Records with the Airtable API

Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs.

 
Try it
List Records with the Airtable API

Retrieve records from a table with automatic pagination. Optionally sort and filter results.

 
Try it