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with Plaid and Clear Books?

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Create Access Token with Plaid API on New Customer Created from Clear Books API
Clear Books + Plaid
 
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Create Access Token with Plaid API on New Purchase Document Created from Clear Books API
Clear Books + Plaid
 
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Create Access Token with Plaid API on New Transaction Created from Clear Books API
Clear Books + Plaid
 
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Create Customer with Clear Books API on New Accounts Available (Instant) from Plaid API
Plaid + Clear Books
 
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Create Customer with Clear Books API on New Event (Instant) from Plaid API
Plaid + Clear Books
 
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New Customer Created from the Clear Books API

Emit new event when a new customer is added to the system.

 
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New Purchase Document Created from the Clear Books API

Emit new event when a new purchase document is created.

 
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New Accounts Available (Instant) from the Plaid API

Emit new event when there are new accounts available at the Financial Institution. See the documentation

 
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New Transaction Created from the Clear Books API

Emit new event when a new transaction is created.

 
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New Event (Instant) from the Plaid API

Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation

 
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Create Access Token with the Plaid API

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

 
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Create Customer with the Clear Books API

Creates a new customer in Clear Books. See the documentation

 
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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

 
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Create Purchase Document with the Clear Books API

Creates a new Purchase Document in Clear Books. See the documentation

 
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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

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

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

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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;
  },
})

Connect Clear Books

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clear_books: {
      type: "app",
      app: "clear_books",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.clearbooks.co.uk/v1/businesses`,
      headers: {
        Authorization: `Bearer ${this.clear_books.$auth.oauth_access_token}`,
        "accept": `application/json`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Adyen logo
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