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with Microsoft 365 People and Plaid?
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Popular Ways to Connect Microsoft 365 People with Plaid#
Popular Microsoft 365 People and Plaid Triggers#
Emit new event when a new contact is created in a folder.
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
Popular Microsoft 365 People and Plaid Actions#
Create a new contact in Microsoft 365 People. See the documentation
Exchange a Link public_token for an API access_token. See the documentation
Create a new contact folder in Microsoft 365 People. 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
Overview of Microsoft 365 People#
The Microsoft 365 People API lets you tap into your organization's contact data, providing access to people's info within your Microsoft 365 domain. With this API, you can search for users and contacts, discover relationships, and construct rich profiles that include contact information, organizational hierarchies, and photo URLs. On Pipedream, you can harness this API to automate contact management tasks, enhance CRM data, or trigger actions based on changes in your organization's personnel.
Connect Microsoft 365 People#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_365_people: {
type: "app",
app: "microsoft_365_people",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_365_people.$auth.oauth_access_token}`,
},
})
},
})
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#
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;
},
})
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