What do you want to automate

with Docnify and Plaid?

Prompt, edit and deploy AI agents that connect to Docnify, Plaid and 2,500+ other apps in seconds.

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Add Recipient To Document with Docnify API on New Accounts Available (Instant) from Plaid API
Plaid + Docnify
 
Try it
Add Recipient To Document with Docnify API on New Event (Instant) from Plaid API
Plaid + Docnify
 
Try it
Add Recipient To Document with Docnify API on Sync Updates Available (Instant) from Plaid API
Plaid + Docnify
 
Try it
Create Access Token with Plaid API on New Document Completed from Docnify API
Docnify + Plaid
 
Try it
Create Access Token with Plaid API on New Document Created from Docnify API
Docnify + Plaid
 
Try it
New Document Completed from the Docnify API

Emit new event when a document is signed by all recipients.

 
Try it
New Document Created from the Docnify API

Emit new event when a new document is created.

 
Try it
New Document Signed from the Docnify API

Emit new event when a document is signed by a recipient

 
Try it
New Accounts Available (Instant) from the Plaid API

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

 
Try it
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

 
Try it
Add Recipient To Document with the Docnify API

Add a recipient to an existing Docnify document. [See the documentation](See the documentation)

 
Try it
Create Access Token with the Plaid API

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

 
Try it
Create Document From Template with the Docnify API

Create a new document in Docnify from a pre-existing template. See the documentation

 
Try it
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

 
Try it
Create User with the Plaid API

Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation

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

Connect Docnify

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docnify: {
      type: "app",
      app: "docnify",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.docnify.$auth.url}/api/v1/documents`,
      headers: {
        "Authorization": `${this.docnify.$auth.api_token}`,
      },
      params: {
        page: `1`,
        perPage: `1`,
      },
    })
  },
})

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo