Update Transaction with You Need a Budget API on New Message (Instant) from Discord API

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New Message (Instant) from the Discord API

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Update Transaction with the You Need a Budget API

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Getting Started#

This integration creates a workflow with a Discord trigger and You Need a Budget action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Message (Instant) trigger
1. Connect your Discord account
2. Configure Channels
3. Configure discordApphook
Configure the Update Transaction action
1. Connect your You Need a Budget account
2. Select a Budget ID
3. Select a Account ID
4. Select a Transaction ID
5. Configure Date
6. Optional- Select a Payee ID
7. Optional- Select a Category ID
8. Configure Amount
9. Optional- Configure Memo
10. Optional- Select one or more Cleared
11. Optional- Configure Approved
Deploy the workflow
Send a test event to validate your setup
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#

New Message (Instant) on Discord

Description:Emit new event for each message posted to one or more channels in a Discord server

Version:1.0.3

Key:discord-new-message

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code#

import discord from "../../discord.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.3",

  dedupe: "unique",
  props: {
    discord,
    channels: {
      type: "$.discord.channel[]",
      appProp: "discord",
      label: "Channels",
      description: "Select the channel(s) you'd like to be notified for",
    },
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      async eventNames() {
        return this.channels || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.id,
    });
  },
  sampleEmit,
};

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.

Label	Prop	Type	Description
Discord	`discord`	`app`	This component uses the Discord app.
Channels	`channels`	`$.discord.channel[]`	Select the channel(s) you'd like to be notified for
	`discordApphook`	`$.interface.apphook`

Trigger Authentication#

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

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

botemailidentifyguilds

About Discord#

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

Action#

Update Transaction on You Need a Budget

Description:Update an existing transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/updateTransaction)

Version:0.0.2

Key:you_need_a_budget-update-transaction

View on GitHub

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.

Action Code#

import constants from "../../common/constants.mjs";
import app from "../../you_need_a_budget.app.mjs";

export default {
  key: "you_need_a_budget-update-transaction",
  name: "Update Transaction",
  description: "Update an existing transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/updateTransaction)",
  version: "0.0.2",
  type: "action",
  props: {
    app,
    budgetId: {
      propDefinition: [
        app,
        "budgetId",
      ],
    },
    accountId: {
      propDefinition: [
        app,
        "accountId",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
    },
    transactionId: {
      propDefinition: [
        app,
        "transactionId",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
    },
    date: {
      description: "The transaction date in ISO format `YYYY-MM-DD` (e.g. `2016-12-01`). Future dates (scheduled transactions) are not permitted. Split transaction dates cannot be changed and if a different date is supplied it will be ignored.",
      propDefinition: [
        app,
        "date",
      ],
    },
    payeeId: {
      label: "Payee ID",
      description: "The id of the payee.",
      optional: true,
      propDefinition: [
        app,
        "payee",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
    },
    categoryId: {
      propDefinition: [
        app,
        "categoryId",
        ({ budgetId }) => ({
          budgetId,
        }),
      ],
      optional: true,
    },
    amount: {
      propDefinition: [
        app,
        "amount",
      ],
    },
    memo: {
      type: "string",
      label: "Memo",
      description: "A short description.",
      optional: true,
    },
    cleared: {
      type: "string[]",
      label: "Cleared",
      description: "The cleared status of the transaction.",
      options: Object.values(constants.CLEARED_STATUS),
      optional: true,
    },
    approved: {
      type: "boolean",
      label: "Approved",
      description: "Approve the transaction directly?",
      optional: true,
    },
  },
  methods: {
    updateTransaction({
      budgetId, transactionId, data = {},
    }) {
      return this.app._client().transactions.updateTransaction(
        budgetId,
        transactionId,
        data,
      );
    },
  },
  async run({ $: step }) {
    const {
      budgetId,
      transactionId,
      accountId,
      date,
      payeeId,
      categoryId,
      amount,
      memo,
      cleared,
      approved,
    } = this;

    try {
      const response = await this.updateTransaction({
        budgetId,
        transactionId,
        data: {
          transaction: {
            account_id: accountId,
            date,
            amount: this.app._convertToMilliunit(amount),
            payee_id: payeeId,
            category_id: categoryId?.value ?? categoryId,
            memo,
            cleared,
            approved,
          },
        },
      });

      step.export("$summary", `Transaction ${this.response.data.transaction.id} updated.`);

      return response;

    } catch (error) {
      const msg = "Error updating transaction";
      const strError = JSON.stringify(error, null, 2);

      if (!error?.error) {
        console.log("Error in API response, please check your transactions to make sure the changes were applied.");
        step.export("$summary", `Transaction ${this.transactionId} updated.`);
        return {
          success: true,
          transactionId,
        };
      }

      console.log(msg, error);
      throw new Error(`${msg}: ${strError}`);
    }
  },
};

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.

Label	Prop	Type	Description
You Need a Budget	`app`	`app`	This component uses the You Need a Budget app.
Budget ID	`budgetId`	`string`	Select a value from the drop down menu.
Account ID	`accountId`	`string`	Select a value from the drop down menu.
Transaction ID	`transactionId`	`string`	Select a value from the drop down menu.
Date	`date`	`string`	The transaction date in ISO format `YYYY-MM-DD` (e.g. `2016-12-01`). Future dates (scheduled transactions) are not permitted. Split transaction dates cannot be changed and if a different date is supplied it will be ignored.
Payee ID	`payeeId`	`string`	Select a value from the drop down menu.
Category ID	`categoryId`	`string`	Select a value from the drop down menu.
Amount	`amount`	`string`	E.g. `-290.99`
Memo	`memo`	`string`	A short description.
Cleared	`cleared`	`string[]`	Select a value from the drop down menu:`clearedunclearedreconciled`
Approved	`approved`	`boolean`	Approve the transaction 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:

Update Transaction with You Need a Budget API on New Message (Instant) from Discord API

Pipedream makes it easy to connect APIs for You Need a Budget, Discord and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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