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with Plaid and Freshdesk?

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Add Note to Ticket with Freshdesk API on New Accounts Available (Instant) from Plaid API
Plaid + Freshdesk
 
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Add Note to Ticket with Freshdesk API on New Event (Instant) from Plaid API
Plaid + Freshdesk
 
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Add Note to Ticket with Freshdesk API on Sync Updates Available (Instant) from Plaid API
Plaid + Freshdesk
 
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Add Ticket Tags with Freshdesk API on New Accounts Available (Instant) from Plaid API
Plaid + Freshdesk
 
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Add Ticket Tags with Freshdesk API on New Event (Instant) from Plaid API
Plaid + Freshdesk
 
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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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Contact Updated from the Freshdesk API

Emit new event when a contact is updated. 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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New Contact Created from the Freshdesk API

Emit new event when a contact is created. 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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Add Note to Ticket with the Freshdesk API

Add a note or conversation to an existing ticket. 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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Add Ticket Tags with the Freshdesk API

Add tags to a ticket (appends to existing tags). 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 Freshdesk API
Setup the Plaid API trigger to run a workflow which integrates with the Freshdesk API. Pipedream's integration platform allows you to integrate Plaid and Freshdesk 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;
  },
})

Overview of Freshdesk

The Freshdesk API empowers you to interact programmatically with your customer support platform, creating possibilities for automating repetitive tasks, integrating with other services, and enhancing customer experiences. With Pipedream, you can effortlessly connect Freshdesk to a multitude of apps, tapping into triggers and actions that streamline workflows. For instance, you can automate ticket creation, sync customer issues with a CRM, or trigger notifications based on ticket updates, all within a serverless environment.

Connect Freshdesk

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    freshdesk: {
      type: "app",
      app: "freshdesk",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.freshdesk.$auth.domain}.freshdesk.com/api/v2/tickets`,
      auth: {
        username: `${this.freshdesk.$auth.api_key}:X`,
        password: ``,
      },
    })
  },
})

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

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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