← You Need a Budget + AWS integrations

DynamoDB - Put Item with AWS API on New or Updated Transaction from You Need a Budget API

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Trigger workflow on
New or Updated Transaction from the You Need a Budget API
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DynamoDB - Put Item with the AWS API
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Getting Started

This integration creates a workflow with a You Need a Budget trigger and AWS 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 or Updated Transaction trigger
    1. Connect your You Need a Budget account
    2. Configure timer
    3. Select a Budget ID
    4. Optional- Configure Since Date
  3. Configure the DynamoDB - Put Item action
    1. Connect your AWS account
    2. Select a AWS Region
    3. Select a Table Name
  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 for every new or updated transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/getTransactions)
Version:0.0.4
Key:you_need_a_budget-new-or-updated-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.

Note that Pipedream is not affiliated, associated, or in any way officially connected with YNAB, or any of its subsidiaries or its affiliates. The official YNAB website can be found at ynab.com. The names YNAB and You Need A Budget as well as related names, marks, emblems and images are registered trademarks of YNAB.

Trigger Code

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

export default {
  ...common,
  key: "you_need_a_budget-new-or-updated-transaction",
  name: "New or Updated Transaction",
  description: "Emit new event for every new or updated transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/getTransactions)",
  version: "0.0.4",
  type: "source",
  props: {
    ...common.props,
    budgetId: {
      propDefinition: [
        common.props.app,
        "budgetId",
      ],
      withLabel: true,
    },
    sinceDate: {
      propDefinition: [
        common.props.app,
        "date",
      ],
      label: "Since Date",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    generateMeta(event, isUpdate = false) {
      const {
        id,
        date,
        amount,
      } = event;
      const spent = this.app.convertFromMilliunit(amount);
      const ts = Date.parse(date);
      const summary = isUpdate
        ? `Updated transaction in ${this.budgetId.label}: ${spent}`
        : `New transaction in ${this.budgetId.label}: ${spent}`;
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run() {
    const lastKnowledgeOfServer = this.getLastKnowledgeOfServer();
    const emittedTransactions = this.getEmittedTransactions();

    const {
      server_knowledge: serverKnowledge,
      transactions = [],
    } = await this.app.getTransactions({
      budgetId: this.budgetId.value,
      sinceDate: this.sinceDate || undefined,
      lastKnowledgeOfServer,
    });

    this.setLastKnowledgeOfServer(serverKnowledge);

    for (const transaction of transactions) {
      let isUpdate;
      if (emittedTransactions[transaction.id]) {
        isUpdate = true;
      } else {
        emittedTransactions[transaction.id] = true;
      }
      const meta = this.generateMeta(transaction, isUpdate);
      this.$emit(transaction, meta);
    }

    this.setEmittedTransactions(emittedTransactions);
  },
};

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.
Since DatesinceDatestring

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

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 item, or replaces an old item with a new item. If an item that has the same primary key as the new item already exists in the specified table, the new item completely replaces the existing item. [See docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-dynamodb/classes/putitemcommand.html)
Version:0.2.2
Key:aws-dynamodb-put-item

AWS Overview

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Action Code

import common from "../../common/common-dynamodb.mjs";
import constants from "../../common/constants.mjs";
import {
  toSingleLineString,
  attemptToParseJSON,
} from "../../common/utils.mjs";

export default {
  ...common,
  key: "aws-dynamodb-put-item",
  name: "DynamoDB - Put Item",
  description: toSingleLineString(`
    Creates a new item, or replaces an old item with a new item.
    If an item that has the same primary key as the new item already exists in the specified table,
    the new item completely replaces the existing item.
    [See docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-dynamodb/classes/putitemcommand.html)
  `),
  version: "0.2.2",
  type: "action",
  props: {
    aws: common.props.aws,
    region: common.props.region,
    // eslint-disable-next-line pipedream/props-label, pipedream/props-description
    tableName: {
      ...common.props.tableName,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.tableName) {
      const [
        primaryKey,
        secondaryKey,
      ] = await this.getTableAttributes(this.tableName);
      props.primaryKey = {
        type: "string",
        label: primaryKey.AttributeName,
        description: "Value for the primary key",
      };
      if (secondaryKey) {
        props.secondaryKey = {
          type: "string",
          label: secondaryKey.AttributeName,
          description: "Value for the sort key",
        };
      }
      props.item = {
        type: "string",
        label: "Item",
        description: "A valid JSON of attribute name/value pairs, one for each attribute. This object must have the following format: `{ \"AttributeName\": { \"AttributeType\": \"AttributeValue\" } }`. Example: `{\"genre\": { \"S\": \"rock\" }, \"hits\": { \"N\": \"1050\" } }`. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-dynamodb/interfaces/putitemcommandinput.html#item)",
        optional: true,
      };
    }
    return props;
  },
  async run({ $ }) {
    const item = {};
    const params = {
      TableName: this.tableName,
      ReturnValues: constants.dynamodb.returnValues.ALL_OLD,
    };

    const [
      primaryKey,
      secondaryKey,
    ] = await this.getTableAttributes(this.tableName);

    item[primaryKey.AttributeName] = {
      [primaryKey.AttributeType]: this.primaryKey,
    };

    if (secondaryKey) {
      item[secondaryKey.AttributeName] = {
        [secondaryKey.AttributeType]: this.secondaryKey,
      };
    }

    params.Item = {
      ...item,
      ...attemptToParseJSON(this.item),
    };

    const response = await this.putItem(params);
    $.export("$summary", `Successfully put item in table ${this.tableName}`);
    return response;
  },
};

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
AWSawsappThis component uses the AWS app.
AWS RegionregionstringSelect a value from the drop down menu.
Table NametableNamestringSelect a value from the drop down menu.

Action Authentication

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

Follow the AWS Instructions for creating an IAM user with an associated access and secret key.

As a best practice, attach the minimum set of IAM permissions necessary to perform the specific task in Pipedream. If your workflow only needs to perform a single API call, you should create a user and associate an IAM group / policy with permission to do only that task. You can create as many linked AWS accounts in Pipedream as you'd like.

Enter your access and secret key below.

About AWS

Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.

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