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with Microsoft Excel and Plaid?
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Popular Ways to Connect Microsoft Excel with Plaid#
Popular Microsoft Excel and Plaid Triggers#
Emit new event when there are new accounts available at the Financial Institution. See the documentation
Emit new event when when a specific cell's value changes in an Excel worksheet
Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation
Emit new event when when a new row is added to an Excel worksheet
Emit new event when there are new updates available for a connected account. See the documentation
Popular Microsoft Excel and Plaid Actions#
Adds rows to the end of specific table. See the documentation
Exchange a Link public_token for an API access_token. See the documentation
Insert a new row into a specified Excel worksheet. See the documentation
Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation
Find a row by column and value in an Excel worksheet. See the documentation
Overview of Microsoft Excel#
The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.
Connect Microsoft Excel#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_excel: {
type: "app",
app: "microsoft_excel",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_excel.$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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