← You Need a Budget + Zoom integrations

Create User with Zoom API on Category Overspent from You Need a Budget API

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Category Overspent from the You Need a Budget API
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Getting Started

This integration creates a workflow with a You Need a Budget trigger and Zoom 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 Category Overspent trigger
    1. Connect your You Need a Budget account
    2. Configure timer
    3. Select a Budget ID
    4. Select a Category ID
  3. Configure the Create User action
    1. Connect your Zoom account
    2. Select a action
    3. Configure user_info
  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 category budget is overspent
Version:0.0.2
Key:you_need_a_budget-category-overspent

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-category-overspent",
  // eslint-disable-next-line pipedream/source-name
  name: "Category Overspent",
  description: "Emit new event when a category budget is overspent",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    categoryId: {
      propDefinition: [
        common.props.app,
        "categoryId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(balance, amount) {
      return {
        id: balance,
        summary: `Balance (${balance}) for ${this.getThisMonth()} dropped below ${amount}`,
      };
    },
  },
  async run() {
    const { category } = await this.app.getCategoryBudget({
      budgetId: this.budgetId,
      categoryId: this.categoryId.value,
    });

    const balance = this.app.convertFromMilliunit(category.balance);
    const budgeted = this.app.convertFromMilliunit(category.budgeted);

    if (balance < budgeted) {
      const meta = this.generateMeta(balance, budgeted);
      this.$emit(category, 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.
Category IDcategoryIdstringSelect a value from the drop down menu.

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:Creates a new user in your account.
Version:0.2.1
Key:zoom-create-user

Action Code

// legacy_hash_id: a_poikQ1
import { axios } from "@pipedream/platform";

export default {
  key: "zoom-create-user",
  name: "Create User",
  description: "Creates a new user in your account.",
  version: "0.2.1",
  type: "action",
  props: {
    zoom: {
      type: "app",
      app: "zoom",
    },
    action: {
      type: "string",
      description: "Specify how to create the new user: <br>`create` - User will get an email sent from Zoom. There is a confirmation link in this email. The user will then need to use the link to activate their Zoom account. The user can then set or change their password.<br>`autoCreate` - This action is provided for the enterprise customer who has a managed domain. This feature is disabled by default because of the security risk involved in creating a user who does not belong to your domain.<br>`custCreate` - Users created via this option do not have passwords and will not have the ability to log into the Zoom Web Portal or the Zoom Client. To use this option, you must contact the ISV Platform Sales team at isv@zoom.us.<br>`ssoCreate` - This action is provided for the enabled “Pre-provisioning SSO User” option. A user created in this way has no password. If not a basic user, a personal vanity URL using the user name (no domain) of the provisioning email will be generated. If the user name or PMI is invalid or occupied, it will use a random number or random personal vanity URL.",
      options: [
        "create",
        "autoCreate",
        "custCreate",
        "ssoCreate",
      ],
    },
    user_info: {
      type: "object",
      description: "Object with the user information. It has the following properties:\nemail: User email address\ntype: User type:<br>`1` - Basic.<br>`2` - Licensed.<br>`3` - On-prem.\nfirst_name: User's first name: cannot contain more than 5 Chinese words.\nlast_name: User's last name: cannot contain more than 5 Chinese words.\npassword: User password. Only used for the \\\"autoCreate\\\" function. The password has to have a minimum of 8 characters and maximum of 32 characters. It must have at least one letter (a, b, c..), at least one number (1, 2, 3...) and include both uppercase and lowercase letters. It should not contain only one identical character repeatedly ('11111111' or 'aaaaaaaa') and it cannot contain consecutive characters ('12345678' or 'abcdefgh').",
    },
  },
  async run({ $ }) {
  //See the API docs here: https://marketplace.zoom.us/docs/api-reference/zoom-api/users/usercreate
    const config = {
      method: "post",
      url: "https://api.zoom.us/v2/users",
      data: {
        action: this.action,
        user_info: typeof this.user_info == "undefined"
          ? this.user_info
          : JSON.parse(this.user_info),
      },
      headers: {
        "Authorization": `Bearer ${this.zoom.$auth.oauth_access_token}`,
        "Content-Type": "application/json",
      },
    };
    return await axios($, config);
  },
};

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
ZoomzoomappThis component uses the Zoom app.
actionactionstringSelect a value from the drop down menu:createautoCreatecustCreatessoCreate
user_infouser_infoobject

Object with the user information. It has the following properties:
email: User email address
type: User type:
1 - Basic.
2 - Licensed.
3 - On-prem.
first_name: User's first name: cannot contain more than 5 Chinese words.
last_name: User's last name: cannot contain more than 5 Chinese words.
password: User password. Only used for the "autoCreate" function. The password has to have a minimum of 8 characters and maximum of 32 characters. It must have at least one letter (a, b, c..), at least one number (1, 2, 3...) and include both uppercase and lowercase letters. It should not contain only one identical character repeatedly ('11111111' or 'aaaaaaaa') and it cannot contain consecutive characters ('12345678' or 'abcdefgh').

Action Authentication

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

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

About Zoom

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars.

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