← Jotform + You Need a Budget integrations

Create Transaction with You Need a Budget API on New Submission (Instant) from Jotform API

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

Trigger workflow on
New Submission (Instant) from the Jotform API
Next, do this
Create Transaction with the You Need a Budget 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 Jotform 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 (Instant) trigger
    1. Connect your Jotform 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, 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 form is submitted
Version:0.0.6
Key:jotform-new-submission

Jotform Overview

Using the Jotform API, you can easily add forms to your website or application.
You can also use the Jotform API to manage your form submissions, gather
insights from your form data, and more.

Here are some examples of what you can build using the Jotform API:

  • A contact form for your website
  • A survey form to collect data from your users
  • A registration form for your events or courses
  • A payment form for your products or services
  • A lead capture form to collect leads from your website visitors

Trigger Code

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

export default {
  key: "jotform-new-submission",
  name: "New Submission (Instant)",
  description: "Emit new event when a form is submitted",
  version: "0.0.6",
  type: "source",
  props: {
    jotform,
    formId: {
      propDefinition: [
        jotform,
        "formId",
      ],
    },
    http: "$.interface.http",
  },
  dedupe: "unique",
  hooks: {
    async deploy() {
      const { content: form } = await this.jotform.getForm(this.formId);
      const { content: submissions } = await this.jotform.getFormSubmissions({
        formId: this.formId,
        params: {
          limit: 25,
          orderby: "created_at",
        },
      });
      for (const submission of submissions.reverse()) {
        const body = {
          formID: form.id,
          formTitle: form.title,
          ip: submission.ip,
          submissionID: submission.id,
          username: form.username,
        };
        const meta = {
          id: submission.id,
          summary: form.title,
          ts: Date.now(),
        };
        this.$emit(body, meta);
      }
    },
    async activate() {
      return (await this.jotform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
      }));
    },
    async deactivate() {
      return (await this.jotform.deleteHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
      }));
    },
  },
  async run(event) {
    const { body } = event;
    body.formData = JSON.parse(body.rawRequest);

    this.$emit(body, {
      summary: body.formTitle || JSON.stringify(body),
      id: body.submissionID,
      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
JotformjotformappThis component uses the Jotform app.
FormformIdstringSelect a value from the drop down menu.
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.

Trigger Authentication

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

  1. Get your Jotform API key. The API key must grant Pipedream Full Permissions. Pipedream requires this level of access to automatically register webhooks for your selected forms so you can trigger Pipedream workflows on form submissions.

apikey

  1. For the region field, enter api if none of the below apply.
  • If "Europe Datacenter" is selected in the "Data" section of your Jotform account, enter eu-api
  • If your account is HIPAA-compliant, enter hipaa-api
  • If you have an Enterprise Jotform account, enter the subdomain (if your Jotform URL is https://acmecompany.jotform.com, your subdomain is acmecompany)

About Jotform

Online form builder for business

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

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

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.

More Ways to Connect You Need a Budget + Jotform

Get Form Submissions with Jotform API on Category Overspent from You Need a Budget API
You Need a Budget + Jotform
 
Try it
Get Monthly User Usage with Jotform API on Category Overspent from You Need a Budget API
You Need a Budget + Jotform
 
Try it
Get User Submissions with Jotform API on Category Overspent from You Need a Budget API
You Need a Budget + Jotform
 
Try it
Get Form Submissions with Jotform API on Low Account Balance from You Need a Budget API
You Need a Budget + Jotform
 
Try it
Get Monthly User Usage with Jotform API on Low Account Balance from You Need a Budget API
You Need a Budget + Jotform
 
Try it
New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

 
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
Get Form Submissions with the Jotform API

Gets a list of form responses See the docs here

 
Try it
Get Monthly User Usage with the Jotform API

Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user See the docs here

 
Try it
Get User Submissions with the Jotform API

Gets a list of all submissions for all forms on the account See the docs here

 
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