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with Jotform and Plaid?

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Create Access Token with Plaid API on New Submission (Instant) from Jotform API
Jotform + Plaid
 
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Create Sandbox Public Token with Plaid API on New Submission (Instant) from Jotform API
Jotform + Plaid
 
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Create User with Plaid API on New Submission (Instant) from Jotform API
Jotform + Plaid
 
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Get Real-Time Balance with Plaid API on New Submission (Instant) from Jotform API
Jotform + Plaid
 
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Get Transactions with Plaid API on New Submission (Instant) from Jotform API
Jotform + Plaid
 
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New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

 
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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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Get Form Submissions with the Jotform API

Gets a list of form responses See the 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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Get Monthly User Usage with the Jotform API

Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user See the docs here

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

Overview of Jotform

Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.

Connect Jotform

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import { axios } from "@pipedream/platform"

export default defineComponent({
  props: {
    jotform: {
      type: "app",
      app: "jotform",
    }
  },
  methods: {
    _getBaseUrl() {
      return this.jotform.$auth.subdomain
        ? `https://${this.jotform.$auth.subdomain}.jotform.com/API/`
        : `https://${this.jotform.$auth.region}.jotform.com/`;
    },
  },
  async run({steps, $}) {
    const baseUrl = this._getBaseUrl(); 
    return await axios($, {
      url: `${baseUrl}user`, 
      params: {
        apiKey: `${this.jotform.$auth.api_key}`,
      },
    })
  },
})

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

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