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with Exact and Plaid?

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Create Access Token with Plaid API on New Account Created from Exact API
Exact + Plaid
 
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Create Access Token with Plaid API on New Contact Created from Exact API
Exact + Plaid
 
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Create Sandbox Public Token with Plaid API on New Account Created from Exact API
Exact + Plaid
 
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Create Sandbox Public Token with Plaid API on New Contact Created from Exact API
Exact + Plaid
 
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Create User with Plaid API on New Account Created from Exact API
Exact + Plaid
 
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New Account Created from the Exact API

Emit new event each time a new account is created. See the docs

 
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New Contact Created from the Exact API

Emit new event each time a new contact is created. See the docs

 
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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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Sync Updates Available (Instant) from the Plaid API

Emit new event when there are new updates available for a connected account. See the documentation

 
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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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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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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

 
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Get Real-Time Balance with the Plaid API

Get the real-time balance for each of an Item's accounts. See the documentation

 
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Get Transactions with the Plaid API

Retrieves user-authorized transaction data for a specified date range. See the documentation

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

Overview of Exact

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.

Connect Exact

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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`,
      },
    })
  },
})

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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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