Update Transaction with You Need a Budget API on New Requests from HTTP / Webhook API

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New Requests from the HTTP / Webhook 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 HTTP / Webhook 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 Requests trigger
1. Optional- Configure Body Only
2. Optional- Configure Response Status Code
3. Optional- Configure Response Content-Type
4. Optional- Configure Response Body
5. Connect your HTTP / Webhook account
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 Requests on HTTP / Webhook

Description:Get a URL and emit the full HTTP event on every request (including headers and query parameters). You can also configure the HTTP response code, body, and more.

Version:0.1.1

Key:http-new-requests

View on GitHub

HTTP / Webhook Overview#

Build, test, and send HTTP requests without code using your Pipedream workflows. The HTTP / Webhook action is a tool to build HTTP requests with a Postman-like graphical interface.

Point and click HTTP requests

Define the target URL, HTTP verb, headers, query parameters, and payload body without writing custom code.

$A screenshot of Pipedream's HTTP Request Configuration interface with a GET request type selected. The request URL is set to 'https://api.openai.com/v1/models'. The 'Auth' tab is highlighted, indicating that authentication is required for this request. In the headers section, there are two headers configured: 'User-Agent' is set to 'pipedream/1', and 'Authorization' is set to 'Bearer {{openai_api_key}}', showing how the OpenAI account's API key is dynamically inserted into the headers to handle authentication automatically.$

Here's an example workflow that uses the HTTP / Webhook action to send an authenticated API request to OpenAI.

Focus on integrating, not authenticating

This action can also use your connected accounts with third-party APIs. Selecting an integrated app will automatically update the request’s headers to authenticate with the app properly, and even inject your token dynamically.

Pipedream integrates with thousands of APIs, but if you can’t find a Pipedream integration simply use Environment Variables in your request headers to authenticate with.

Compatible with no code actions or Node.js and Python

The HTTP/Webhook action exports HTTP response data for use in subsequent workflow steps, enabling easy data transformation, further API calls, database storage, and more.

Response data is available for both coded (Node.js, Python) and no-code steps within your workflow.

Trigger Code#

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

// Core HTTP component
export default {
  key: "http-new-requests",
  name: "New Requests",
  description: "Get a URL and emit the full HTTP event on every request (including headers and query parameters). You can also configure the HTTP response code, body, and more.",
  version: "0.1.1",
  type: "source",
  props: {
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
    emitBodyOnly: {
      type: "boolean",
      label: "Body Only",
      description: "This source emits an event representing the full HTTP request by default. Select `true` to emit the body only.",
      optional: true,
      default: false,
    },
    resStatusCode: {
      type: "string",
      label: "Response Status Code",
      description: "The status code to return in the HTTP response",
      optional: true,
      default: "200",
    },
    resContentType: {
      type: "string",
      label: "Response Content-Type",
      description: "The `Content-Type` of the body returned in the HTTP response",
      optional: true,
      default: "application/json",
    },
    resBody: {
      type: "string",
      label: "Response Body",
      description: "The body to return in the HTTP response",
      optional: true,
      default: "{ \"success\": true }",
    },
    http,
  },
  async run(event) {
    const summary = `${event.method} ${event.path}`;

    this.httpInterface.respond({
      status: this.resStatusCode,
      body: this.resBody,
      headers: {
        "content-type": this.resContentType,
      },
    });

    if (this.emitBodyOnly) {
      this.$emit(event.body, {
        summary,
      });
    } else {
      this.$emit(event, {
        summary,
      });
    }
  },
};

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
N/A	`httpInterface`	`$.interface.http`	This component uses `$.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.
Body Only	`emitBodyOnly`	`boolean`	This source emits an event representing the full HTTP request by default. Select `true` to emit the body only.
Response Status Code	`resStatusCode`	`string`	The status code to return in the HTTP response
Response Content-Type	`resContentType`	`string`	The `Content-Type` of the body returned in the HTTP response
Response Body	`resBody`	`string`	The body to return in the HTTP response
HTTP / Webhook	`http`	`app`	This component uses the HTTP / Webhook app.

Trigger Authentication#

The HTTP / Webhook API does not require authentication.

About HTTP / Webhook#

Get a unique URL where you can send HTTP or webhook requests

Action#

Update Transaction on You Need a Budget

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

Version:0.0.3

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.

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.

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: "0.0.3",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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:

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.

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