← MySQL + You Need a Budget integrations

Create Transaction with You Need a Budget API on New Row from MySQL API

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New Row from the MySQL 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 MySQL 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 Row trigger
    1. Connect your MySQL account
    2. Configure timer
    3. Select a Table
    4. Optional- Select a Column
  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, 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 you add a new row to a table. [See the docs here](https://dev.mysql.com/doc/refman/8.0/en/select.html)
Version:2.0.5
Key:mysql-new-row

MySQL Overview

The MySQL application on Pipedream enables direct interaction with your MySQL databases, allowing you to perform CRUD operations—create, read, update, delete—on your data with ease. You can leverage these capabilities to automate data synchronization, report generation, and event-based triggers that kick off workflows in other apps. With Pipedream's serverless platform, you can connect MySQL to hundreds of other services without managing infrastructure, crafting complex code, or handling authentication.

Trigger Code

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

const { mysql } = common.props;

export default {
  ...common,
  key: "mysql-new-row",
  name: "New Row",
  description: "Emit new event when you add a new row to a table. [See the docs here](https://dev.mysql.com/doc/refman/8.0/en/select.html)",
  type: "source",
  version: "2.0.5",
  dedupe: "unique",
  props: {
    ...common.props,
    db: "$.service.db",
    column: {
      propDefinition: [
        mysql,
        "column",
        (c) => ({
          table: c.table,
        }),
      ],
      optional: true,
    },
  },
  hooks: {
    /**
     * If column prop is left blank, get the table's primary key to use for ordering and deduping.
     * */
    async deploy() {
      const { table } = this;
      let column = this.column;

      if (!column) {
        const keyData = await this.mysql.getPrimaryKey({
          table,
        });
        column = keyData[0].Column_name;
      }

      this._setColumn(column);

      await this.listTopRows(column);
    },
  },
  methods: {
    ...common.methods,
    _getColumn() {
      return this.db.get("column");
    },
    _setColumn(column) {
      this.db.set("column", column);
    },
    async listResults() {
      const column = this._getColumn();
      await this.listRowResults(column);
    },
    iterateAndEmitEvents(rows) {
      const column = this._getColumn();
      for (const row of rows) {
        const meta = this.generateMeta(row, column);
        this.$emit(row, meta);
      }
    },
    generateMeta(row, column) {
      return {
        id: row[column],
        summary: `New Row Added ${column}: ${row[column]}`,
        ts: Date.now(),
      };
    },
  },
};

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
MySQLmysqlappThis component uses the MySQL app.
timer$.interface.timer
TabletablestringSelect a value from the drop down menu.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
ColumncolumnstringSelect a value from the drop down menu.

Trigger Authentication

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs.

SSL Setup

Configure SSL on your MySQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications.

About MySQL

MySQL is an open-source relational database management system.

Action

Description:Creates a single transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/createTransaction)
Version:0.0.3
Key:you_need_a_budget-create-transaction

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.

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: "0.0.3",
  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

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

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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