with Klenty and Plaid?
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
Adds a new prospect to a list in Klenty. 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
Starts a cadence in Klenty for a specific prospect. See the documentation
The Klenty API enables automation of your sales engagement by integrating with Pipedream. With this API, you can sync leads, automate email campaigns, and manage tasks without manual intervention, creating a seamless sales workflow. By leveraging Pipedream's serverless execution model, you can set up custom triggers, actions, and data transformations between Klenty and various other apps.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
klenty: {
type: "app",
app: "klenty",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.klenty.com/apis/v1/user/${this.klenty.$auth.username}/lists`,
headers: {
"x-API-key": `${this.klenty.$auth.api_key}`,
},
params: {
listName: `YOUR_LIST_NAME`,
},
})
},
})
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;
},
})