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with Plaid and Instantly?

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Add Leads to Campaign with Instantly API on New Accounts Available (Instant) from Plaid API
Plaid + Instantly
 
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Add Leads to Campaign with Instantly API on New Event (Instant) from Plaid API
Plaid + Instantly
 
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Add Leads to Campaign with Instantly API on Sync Updates Available (Instant) from Plaid API
Plaid + Instantly
 
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Add Tags to Campaign with Instantly API on New Accounts Available (Instant) from Plaid API
Plaid + Instantly
 
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Add Tags to Campaign with Instantly API on New Event (Instant) from Plaid API
Plaid + Instantly
 
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New Background Job Completed from the Instantly API

Emit new event when a new background job has completed. See the documentation

 
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New Email Received from the Instantly API

Emit new event when a new email is received. See the documentation

 
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New Event in Instantly (Instant) from the Instantly API

Emit new event when an activity occurs in your Instantly workspace.

 
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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 Lead Created from the Instantly API

Emit new event when a new lead 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 Leads to Campaign with the Instantly API

Adds a lead or leads to a campaign for tracking or further actions. 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 Tags to Campaign with the Instantly API

Adds tags to a specific campaign. 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 Instantly API
Setup the Plaid API trigger to run a workflow which integrates with the Instantly API. Pipedream's integration platform allows you to integrate Plaid and Instantly 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 Instantly

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    instantly: {
      type: "app",
      app: "instantly",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.instantly.ai/api/v2/accounts`,
      headers: {
        Authorization: `Bearer ${this.instantly.$auth.api_key}`,
      },
    })
  },
})

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