What do you want to automate

with ConvertKit and Plaid?

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Add subscriber to a form with ConvertKit API on New Accounts Available (Instant) from Plaid API
Plaid + ConvertKit
 
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Add subscriber to a form with ConvertKit API on New Event (Instant) from Plaid API
Plaid + ConvertKit
 
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Add subscriber to a form with ConvertKit API on Sync Updates Available (Instant) from Plaid API
Plaid + ConvertKit
 
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Add tag to a subscriber with ConvertKit API on New Accounts Available (Instant) from Plaid API
Plaid + ConvertKit
 
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Add tag to a subscriber with ConvertKit API on New Event (Instant) from Plaid API
Plaid + ConvertKit
 
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New Subscriber Activation (Instant) from the ConvertKit API

Emit new event when a new subscriber is activated. See docs here

 
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New Unsubscriber Activation (Instant) from the ConvertKit API

Emit new event when a user unsubscribers. See docs here

 
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New Webhook Event (Instant) from the ConvertKit API

Emit new event for each selected event types. See docs here

 
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New Accounts Available (Instant) from the Plaid API

Emit new event when there are new accounts available at the Financial Institution. See the documentation

 
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New Event (Instant) from the Plaid API

Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation

 
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Add subscriber to a form with the ConvertKit API

Add subscriber to a form. See docs here

 
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Create Access Token with the Plaid API

Exchange a Link public_token for an API access_token. See the documentation

 
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Add tag to a subscriber with the ConvertKit API

Add tag to a subscriber. See docs here

 
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Create Sandbox Public Token with the Plaid API

Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation

 
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List subscribers with the ConvertKit API

Returns a list of your subscribers. See docs here

 
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Integrate the ConvertKit API with the Plaid API
Setup the ConvertKit API trigger to run a workflow which integrates with the Plaid API. Pipedream's integration platform allows you to integrate ConvertKit and Plaid remarkably fast. Free for developers.

Overview of ConvertKit

ConvertKit's API offers granular control over email marketing campaigns, allowing users to automate subscriber management, broadcast sending, and sequence setup. Utilize Pipedream's power to react to events, sync data across platforms, or create personalized, timely campaigns. Pipedream's serverless platform connects ConvertKit with hundreds of other apps, enabling automated workflows that save time and improve engagement.

Connect ConvertKit

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    convertkit: {
      type: "app",
      app: "convertkit",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.convertkit.com/v3/account`,
      params: {
        api_key: `${this.convertkit.$auth.api_key}`,
        api_secret: `${this.convertkit.$auth.api_secret}`,
      },
    })
  },
})

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

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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;
  },
})

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

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Adyen logo
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Checkr logo
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LinkedIn logo
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Warner Bros. logo