What do you want to automate

with Pipefy and Plaid?

Prompt, edit and deploy AI agents that connect to Pipefy, Plaid and 2,500+ other apps in seconds.

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
Create Access Token with Plaid API on Card Created (Instant) from Pipefy API
Pipefy + Plaid
 
Try it
Create Access Token with Plaid API on Card Done (Instant) from Pipefy API
Pipefy + Plaid
 
Try it
Create Access Token with Plaid API on Card Expired from Pipefy API
Pipefy + Plaid
 
Try it
Create Access Token with Plaid API on Card Field Updated (Instant) from Pipefy API
Pipefy + Plaid
 
Try it
Create Access Token with Plaid API on Card Late from Pipefy API
Pipefy + Plaid
 
Try it
Card Created (Instant) from the Pipefy API

Emits an event for each new card created in a Pipe.

 
Try it
Card Done (Instant) from the Pipefy API

Emits an event each time a card is moved to Done a Pipe.

 
Try it
Card Expired from the Pipefy API

Emits an event each time a card becomes expired in a Pipe.

 
Try it
Card Field Updated (Instant) from the Pipefy API

Emits an event each time a card field is updated in a Pipe.

 
Try it
Card Late from the Pipefy API

Emits an event each time a card becomes late in a Pipe.

 
Try it
Create Access Token with the Plaid API

Exchange a Link public_token for an API access_token. See the documentation

 
Try it
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

 
Try it
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

 
Try it
Get Real-Time Balance with the Plaid API

Get the real-time balance for each of an Item's accounts. See the documentation

 
Try it
Get Transactions with the Plaid API

Retrieves user-authorized transaction data for a specified date range. See the documentation

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

Overview of Pipefy

Pipefy is a platform that empowers users to streamline complex processes and workflows without the need for technical skills. With the Pipefy API, you can automate various aspects of your Pipefy environment, such as creating cards, updating fields, and managing pipelines programmatically. Use Pipedream to connect Pipefy with hundreds of other apps and orchestrate workflows that can save time, reduce errors, and enhance efficiency.

Connect Pipefy

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipefy: {
      type: "app",
      app: "pipefy",
    }
  },
  async run({steps, $}) {
    const data = {
      "query": `{ me { name } }`,
    }
    return await axios($, {
      method: "post",
      url: `https://api.pipefy.com/graphql`,
      headers: {
        Authorization: `Bearer ${this.pipefy.$auth.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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
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