← You Need a Budget + Google Tag Manager integrations

Get Tags with Google Tag Manager API on New or Updated Transaction from You Need a Budget API

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New or Updated Transaction from the You Need a Budget API
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Get Tags with the Google Tag Manager API
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Getting Started

This integration creates a workflow with a You Need a Budget trigger and Google Tag Manager 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 Get Tags action
    1. Connect your Google Tag Manager account
    2. Select a Account ID
    3. Select a Container ID
    4. Select a Workspace ID
  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.

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:Get all tags of an workspace. [See the documentation](https://developers.google.com/tag-platform/tag-manager/api/v2/reference/accounts/containers/workspaces/tags/list)
Version:0.0.2
Key:google_tag_manager-get-tags

Google Tag Manager Overview

The Google Tag Manager API allows you to manage your tags, triggers, variables, and related configurations programmatically. Through Pipedream, you can integrate these API capabilities into serverless workflows to automate complex tagging tasks, sync configurations across environments, and streamline marketing or analytics operations. Pipedream's platform facilitates the creation of custom automations with Google Tag Manager, helping you deploy tags faster, manage user permissions, and control versions of your tag configurations.

Action Code

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

export default {
  name: "Get Tags",
  version: "0.0.2",
  key: "google_tag_manager-get-tags",
  description: "Get all tags of an workspace. [See the documentation](https://developers.google.com/tag-platform/tag-manager/api/v2/reference/accounts/containers/workspaces/tags/list)",
  type: "action",
  props: {
    app,
    accountId: {
      optional: false,
      propDefinition: [
        app,
        "accountId",
      ],
    },
    containerId: {
      optional: false,
      propDefinition: [
        app,
        "containerId",
        (c) => ({
          accountId: c.accountId,
        }),
      ],
    },
    workspaceId: {
      optional: false,
      propDefinition: [
        app,
        "workspaceId",
        (c) => ({
          accountId: c.accountId,
          containerId: c.containerId,
        }),
      ],
    },
  },
  async run({ $ }) {
    const response = await this.app.getTags({
      $,
      accountId: this.accountId,
      containerId: this.containerId,
      workspaceId: this.workspaceId,
    });

    if (response) {
      $.export("$summary", `Successfully retrieved ${response.tag.length ?? 0} tags`);
    }

    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
Google Tag ManagerappappThis component uses the Google Tag Manager app.
Account IDaccountIdstringSelect a value from the drop down menu.
Container IDcontainerIdstringSelect a value from the drop down menu.
Workspace IDworkspaceIdstringSelect a value from the drop down menu.

Action Authentication

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

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

emailprofilehttps://www.googleapis.com/auth/tagmanager.readonlyhttps://www.googleapis.com/auth/tagmanager.edit.containershttps://www.googleapis.com/auth/tagmanager.publish

About Google Tag Manager

Google Tag Manager is a tool that enables you to install, store, and manage tags.

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Category Overspent from the You Need a Budget API

Emit new event when a category budget is overspent

 
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Low Account Balance from the You Need a Budget API

Emit new event when an account balance drops below a certain amount

 
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Low Category Balance from the You Need a Budget API

Emit new event when a category balance drops below a certain amount

 
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New or Updated Transaction from the You Need a Budget API

Emit new event for every new or updated transaction. See the docs

 
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New Spending In Account from the You Need a Budget API

Emit new event for every spending in an account. See the docs

 
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Create Transaction with the You Need a Budget API

Creates a single transaction. See the docs

 
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Get Account with the You Need a Budget API

Get an account specified by ID. See the docs

 
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List Accounts with the You Need a Budget API

List all accounts for a specific budget. See the docs

 
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Update Category Budget with the You Need a Budget API

Update a category budget for a specific month. See the docs

 
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Update Transaction with the You Need a Budget API

Update an existing transaction. See the docs

 
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