What do you want to automate

with Plaid and Formatting?

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[Data] Convert JSON to String with Formatting API on New Accounts Available (Instant) from Plaid API
Plaid + Formatting
 
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[Data] Convert JSON to String with Formatting API on New Event (Instant) from Plaid API
Plaid + Formatting
 
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[Data] Convert JSON to String with Formatting API on Sync Updates Available (Instant) from Plaid API
Plaid + Formatting
 
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[Data] Parse JSON with Formatting API on New Accounts Available (Instant) from Plaid API
Plaid + Formatting
 
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[Data] Parse JSON with Formatting API on New Event (Instant) from Plaid API
Plaid + Formatting
 
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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 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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Sync Updates Available (Instant) from the Plaid API

Emit new event when there are new updates available for a connected account. 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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[Data] Convert JSON to String with the Formatting API

Convert an object to a JSON format string

 
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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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[Data] Parse JSON with the Formatting API

Parse a JSON string

 
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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 Formatting API
Setup the Plaid API trigger to run a workflow which integrates with the Formatting API. Pipedream's integration platform allows you to integrate Plaid and Formatting 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 Formatting

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export default defineComponent({
  async run({ steps, $ }) {
    const text = ' Hello world! ';
    return text.trim()
  },
})

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