← You Need a Budget + Airtable (OAuth) integrations

Create Multiple Records with Airtable (OAuth) API on Low Account Balance from You Need a Budget API

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Trigger workflow on
Low Account Balance from the You Need a Budget API
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Create Multiple Records with the Airtable (OAuth) API
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Getting Started

This integration creates a workflow with a You Need a Budget trigger and Airtable (OAuth) 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 Low Account Balance trigger
    1. Connect your You Need a Budget account
    2. Configure timer
    3. Select a Budget ID
    4. Select a Account ID
    5. Configure Amount
  3. Configure the Create Multiple Records action
    1. Connect your Airtable (OAuth) account
    2. Select a Base
    3. Select a Table
    4. Configure Records
    5. Optional- Configure Typecast
    6. Optional- Configure Return Fields By Field ID
  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 an account balance drops below a certain amount
Version:0.0.4
Key:you_need_a_budget-low-account-balance

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-low-account-balance",
  // eslint-disable-next-line pipedream/source-name
  name: "Low Account Balance",
  description: "Emit new event when an account balance drops below a certain amount",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    accountId: {
      propDefinition: [
        common.props.app,
        "accountId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    amount: {
      propDefinition: [
        common.props.app,
        "amount",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(balance, amount) {
      return {
        id: balance,
        summary: `Balance (${balance}) dropped below ${amount}`,
      };
    },
  },
  async run() {
    const { account } = await this.app.getAccount({
      budgetId: this.budgetId,
      accountId: this.accountId,
    });

    // guarantee correct value is used
    const amount = this.app.convertFromMilliunit(this.app._convertToMilliunit(this.amount));
    const balance = this.app.convertFromMilliunit(account.balance);

    if (balance < amount) {
      const meta = this.generateMeta(balance, amount);
      this.$emit(account, 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.
Amountamountstring

E.g. -290.99

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. [See the documentation](https://airtable.com/developers/web/api/create-records)
Version:0.0.6
Key:airtable_oauth-create-multiple-records

Airtable (OAuth) 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_oauth.app.mjs";
import common from "../common/common.mjs";

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

export default {
  key: "airtable_oauth-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. [See the documentation](https://airtable.com/developers/web/api/create-records)",
  version: "0.0.6",
  type: "action",
  props: {
    ...common.props,
    records: {
      propDefinition: [
        airtable,
        "records",
      ],
    },
    typecast: {
      propDefinition: [
        airtable,
        "typecast",
      ],
    },
    returnFieldsByFieldId: {
      propDefinition: [
        airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  async run({ $ }) {
    const baseId = this.baseId?.value ?? this.baseId;
    const tableId = this.tableId?.value ?? this.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 responses = [];
    for (const c of chunk(data, BATCH_SIZE)) {
      try {
        const records = await this.airtable.createRecord({
          baseId,
          tableId,
          data: c,
          opts: {
            typecast: this.typecast,
            returnFieldsByFieldId: this.returnFieldsByFieldId,
          },
        });
        responses.push(...records);
      } 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
Airtable (OAuth)airtableappThis component uses the Airtable (OAuth) 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.

Return Fields By Field IDreturnFieldsByFieldIdboolean

An optional boolean value that lets you return field objects where the key is the field id. This defaults to false, which returns field objects where the key is the field name.

Action Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable (OAuth)

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

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