← HTTP / Webhook + You Need a Budget integrations

Create Transaction with You Need a Budget API on New Requests (Payload Only) from HTTP / Webhook API

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New Requests (Payload Only) from the HTTP / Webhook API
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Create Transaction with the You Need a Budget API
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Getting Started

This integration creates a workflow with a HTTP / Webhook trigger and You Need a Budget 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 Requests (Payload Only) trigger
    1. Connect your HTTP / Webhook account
  3. Configure the Create Transaction action
    1. Connect your You Need a Budget account
    2. Select a Budget ID
    3. Select a Account ID
    4. Select a Category ID
    5. Configure Date
    6. Select a Payee
    7. Configure Amount
    8. Optional- Configure Memo
    9. Optional- Configure Cleared
    10. Optional- Configure Approved
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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:Get a URL and emit the HTTP body as an event on every request
Version:0.1.1
Key:http-new-requests-payload-only

Trigger Code

import http from "../../http.app.mjs";

// Core HTTP component
// Returns a 200 OK response, emits the HTTP payload as an event
export default {
  key: "http-new-requests-payload-only",
  name: "New Requests (Payload Only)",
  // eslint-disable-next-line
  description: "Get a URL and emit the HTTP body as an event on every request",
  version: "0.1.1",
  type: "source",
  props: {
    // eslint-disable-next-line
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
    http,
  },
  async run(event) {
    const { body } = event;
    this.httpInterface.respond({
      status: 200,
      body,
    });
    // Emit the HTTP payload
    this.$emit({
      body,
    });
  },
};

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
N/AhttpInterface$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
HTTP / WebhookhttpappThis component uses the HTTP / Webhook app.

Trigger Authentication

The HTTP / Webhook API does not require authentication.

About HTTP / Webhook

Get a unique URL where you can send HTTP or webhook requests

Action

Description:Creates a single transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/createTransaction)
Version:0.0.1
Key:you_need_a_budget-create-transaction

Action Code

import app from "../../you_need_a_budget.app.mjs";

export default {
  key: "you_need_a_budget-create-transaction",
  name: "Create Transaction",
  description: "Creates a single transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/createTransaction)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    budgetId: {
      propDefinition: [
        app,
        "budgetId",
      ],
    },
    accountId: {
      propDefinition: [
        app,
        "accountId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    categoryId: {
      propDefinition: [
        app,
        "categoryId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    date: {
      propDefinition: [
        app,
        "date",
      ],
    },
    payee: {
      propDefinition: [
        app,
        "payee",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    amount: {
      propDefinition: [
        app,
        "amount",
      ],
    },
    memo: {
      type: "string",
      label: "Memo",
      description: "A short description",
      optional: true,
    },
    cleared: {
      type: "boolean",
      label: "Cleared",
      description: "Marking a transaction as cleared means it has posted to your bank account",
      optional: true,
    },
    approved: {
      type: "boolean",
      label: "Approved",
      description: "Approve it directly?",
      optional: true,
    },
  },
  async run({ $ }) {
    try {
      const response = await this.app.createTransaction({
        accountId: this.accountId,
        date: this.date,
        payee: this.payee,
        budgetId: this.budgetId,
        categoryId: this.categoryId.value,
        amount: this.amount,
        memo: this.memo,
        cleared: this.cleared,
        approved: this.approved,
      });
      $.export("$summary", `New transaction created in ${this.categoryId.label}`);
      return response;
    } catch (error) {
      if (error.error) {
        this.app.throwFormattedError(error.error);
      }
      this.app.throwFormattedError(error);
    }
  },
};

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
You Need a BudgetappappThis component uses the You Need a Budget app.
Budget IDbudgetIdstringSelect a value from the drop down menu.
Account IDaccountIdstringSelect a value from the drop down menu.
Category IDcategoryIdstringSelect a value from the drop down menu.
Datedatestring

E.g. 2021-11-29

PayeepayeestringSelect a value from the drop down menu.
Amountamountstring

E.g. -290.99

Memomemostring

A short description

Clearedclearedboolean

Marking a transaction as cleared means it has posted to your bank account

Approvedapprovedboolean

Approve it directly?

Action 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.

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