← Typeform + You Need a Budget integrations

Create Transaction with You Need a Budget API on New Submission from Typeform API

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Trigger workflow on
New Submission from the Typeform 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 Typeform 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 Submission trigger
    1. Connect your Typeform account
    2. Select a Form
  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:Emit new submission
Version:0.0.5
Key:typeform-new-submission

Typeform Overview

With the Typeform API, you can easily create beautiful, interactive forms that
allow people to share their information with you in an engaging way. Here are
some examples of what you can build with the Typeform API:

  • A contact form for your website that allows people to easily get in touch
    with you
  • An order form for your product or service that allows people to place orders
    easily and securely
  • A survey form that allows you to collect data and feedback from people
  • A registration form for your event or conference that allows people to sign
    up easily and securely

Trigger Code

import { createHmac } from "crypto";
import { uuid } from "uuidv4";
import common from "../common.mjs";
import constants from "../../constants.mjs";
import utils from "../utils.mjs";

const { typeform } = common.props;
const { parseIsoDate } = utils;

export default {
  ...common,
  key: "typeform-new-submission",
  name: "New Submission",
  version: "0.0.5",
  type: "source",
  description: "Emit new submission",
  props: {
    ...common.props,
    http: "$.interface.http",
    db: "$.service.db",
    formId: {
      propDefinition: [
        typeform,
        "formId",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateSecret() {
      return "" + Math.random();
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const secret = this.generateSecret();
      this._setSecret(secret);

      let tag = this._getTag();
      if (!tag) {
        tag = uuid();
        this._setTag(tag);
      }

      return await this.typeform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        tag,
        secret,
      });
    },
    async deactivate() {
      const tag = this._getTag();

      return await this.typeform.deleteHook({
        formId: this.formId,
        tag,
      });
    },
  },
  async run(event) {
    const {
      body,
      headers,
    } = event;

    const { [constants.TYPEFORM_SIGNATURE]: typeformSignature } = headers;

    if (typeformSignature) {
      const secret = this._getSecret();

      const hmac =
        createHmac(constants.ALGORITHM, secret)
          .update(body)
          .digest(constants.ENCODING);

      const signature = `${constants.ALGORITHM}=${hmac}`;

      if (typeformSignature !== signature) {
        throw new Error("signature mismatch");
      }
    }

    let formResponseString = "";
    const data = Object.assign({}, body.form_response);
    data.form_response_parsed = {};

    for (let i = 0; i < body.form_response.answers.length; i++) {
      const field = body.form_response.definition.fields[i];
      const answer = body.form_response.answers[i];

      let parsedAnswer;
      let value = answer[answer.type];

      if (value.label) {
        parsedAnswer = value.label;

      } else if (value.labels) {
        parsedAnswer = value.labels.join();

      } else if (value.choice) {
        parsedAnswer = value.choice;

      } else if (value.choices) {
        parsedAnswer = value.choices.join();

      } else {
        parsedAnswer = value;
      }

      data.form_response_parsed[field.title] = parsedAnswer;
      formResponseString += `### ${field.title}\n${parsedAnswer}\n`;
    }

    data.form_response_string = formResponseString;
    data.raw_webhook_event = body;

    if (data.landed_at) {
      data.landed_at = parseIsoDate(data.landed_at);
    }

    if (data.submitted_at) {
      data.submitted_at = parseIsoDate(data.submitted_at);
    }

    data.form_title = body.form_response.definition.title;
    delete data.answers;
    delete data.definition;

    this.$emit(data, {
      summary: JSON.stringify(data),
      id: data.token,
    });
  },
};

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
TypeformtypeformappThis component uses the Typeform app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between component invocations.
FormformIdstringSelect a value from the drop down menu.

Trigger Authentication

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

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

offlineaccounts:readforms:writeforms:readimages:writeimages:readthemes:writethemes:readresponses:readresponses:writewebhooks:readwebhooks:writeworkspaces:readworkspaces:write

About Typeform

People-Friendly Forms and Surveys

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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