with Exact and Plaid?
Emit new event each time a new account is created. See the docs
Emit new event each time a new contact is created. See the docs
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
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
Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation
Get the real-time balance for each of an Item's accounts. See the documentation
Retrieves user-authorized transaction data for a specified date range. See the documentation
The Exact API provides a suite of endpoints for interacting with Exact's cloud-based financial software, which includes tools for accounting, CRM, and ERP functionalities. By leveraging this API on Pipedream, you can automate data flows across various business functions, sync financial records, manage customer relationships, and streamline operational processes. Pipedream's serverless execution model allows for crafting intricate workflows that respond in real-time to events, schedule operations, and connect with countless other apps to extend the functionality of Exact's ecosystem.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
exact: {
type: "app",
app: "exact",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://start.exactonline.${this.exact.$auth.region}/api/v1/current/Me?$select=UserID,Email`,
headers: {
Authorization: `Bearer ${this.exact.$auth.oauth_access_token}`,
"Content-Type": `application/json`,
},
params: {
"$select": `UserID,Email`,
},
})
},
})
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.
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;
},
})