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with Brex (Staging) and Plaid?
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Popular Ways to Connect Brex (Staging) with Plaid#
Popular Brex (Staging) and Plaid Triggers#
Emit new event for new failed or processed events
Emit new event when there are new accounts available at the Financial Institution. See the documentation
Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation
Emit new event when there are new updates available for a connected account. See the documentation
Popular Brex (Staging) and Plaid Actions#
Exchange a Link public_token for an API access_token. See the documentation
Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation
Lists all settled transactions for the primary card account. See the docs here
Overview of Brex (Staging)#
The Brex (Staging) API allows you to automate financial operations and integrate with Brex's suite of financial services. This API can be leveraged to synchronize transactions, manage cards, and automate accounting processes, providing real-time insights into your business finances. Using Pipedream, these capabilities can be harnessed to create custom workflows that trigger actions based on financial events, reconcile expenses, and streamline financial reporting.
Connect Brex (Staging)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
brex_staging: {
type: "app",
app: "brex_staging",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://platform.staging.brexapps.com/v2/users/me`,
headers: {
Authorization: `Bearer ${this.brex_staging.$auth.oauth_access_token}`,
},
})
},
})
Overview of Plaid#
The Plaid API offers a multitude of financial data operations, enabling developers to manage and interact with user bank accounts, transactions, identity info, and more, all within a secure and compliant ecosystem. Integrating Plaid with Pipedream can unlock powerful automations, like syncing transaction data to accounting software, verifying user identities for KYC compliance, and automating financial alerts or reporting.
Connect Plaid#
module.exports = defineComponent({
props: {
plaid: {
type: "app",
app: "plaid",
}
},
async run({steps, $}) {
const { Configuration, PlaidApi } = require('plaid');
const client = new PlaidApi(
new Configuration({
basePath: this.plaid.$auth.environment,
baseOptions: {
headers: {
'PLAID-CLIENT-ID': this.plaid.$auth.client_id,
'PLAID-SECRET': this.plaid.$auth.client_secret,
},
},
})
);
// Test request
const request = {
count: 10,
offset: 0,
country_codes: ['US'],
};
const response = await client.institutionsGet(request);
return response.data.institutions;
},
})
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