Plaid

Connect to users' bank accounts.

Integrate the Plaid API with the Email API

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

New Email from the Email API

Get a unique address where you can send emails to trigger your workflow.

 
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Send Yourself an Email with the Email API

Customize and send an email to the email address you registered with Pipedream. The email will be sent by notifications@pipedream.com.

 
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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 Email

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export default defineComponent({
  async run({ $ }) {
    const options = {
      subject: 'Your subject here',
      text: 'Your text here'
    };
    $.send.email(options);
  },
});