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with monday (OAuth) and Plaid?
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Popular Ways to Connect monday (OAuth) with Plaid#
Popular monday (OAuth) and Plaid Triggers#
Emit new event when a column value is updated on a board. See the documentation
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
Emit new event when an item's name is updated. See the documentation
Popular monday (OAuth) and Plaid Actions#
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
Overview of monday (OAuth)#
The monday.com API enables developers to programmatically interact with their monday.com workspace, allowing for automated workflows, data management, and integrations with other applications. Using Pipedream's serverless platform, you can leverage this API to create custom workflows that respond to board updates, manage items automatically, and connect monday.com with hundreds of other apps.
You can connect your monday.com account in a few different ways:
- Within the workflow builder, from a trigger or action step. Search for the monday.com app, and connect your account.
- From the Pipedream Accounts page: Go to Accounts > Connect an app > Search for "monday.com".
- Run the example Node JS code below by clicking "Connect monday.com and run", and choose a project and create an example workflow to interact with the monday.com API.
Connect monday (OAuth)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
monday_oauth: {
type: "app",
app: "monday_oauth",
}
},
async run({steps, $}) {
const data = {
"query": "query { me { is_guest join_date email } }"
}
return await axios($, {
method: "post",
url: `https://api.monday.com/v2`,
headers: {
Authorization: `Bearer ${this.monday_oauth.$auth.oauth_access_token}`,
},
data,
})
},
})
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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