What do you want to automate

with Plaid and Kite Suite?

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Create Access Token with Plaid API on New Task Created from Kite Suite API
Kite Suite + Plaid
 
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Create Sandbox Public Token with Plaid API on New Task Created from Kite Suite API
Kite Suite + Plaid
 
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Create Task with Kite Suite API on New Accounts Available (Instant) from Plaid API
Plaid + Kite Suite
 
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Create Task with Kite Suite API on New Event (Instant) from Plaid API
Plaid + Kite Suite
 
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Create Task with Kite Suite API on Sync Updates Available (Instant) from Plaid API
Plaid + Kite Suite
 
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New Task Created from the Kite Suite API

Emit new event when a new task is created in a Project

 
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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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Create Task with the Kite Suite API

Create a new task in a project in Kite Suite. 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 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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Send Message with the Kite Suite API

Sends a message to a user or project group using Kite Suite. See the documentation

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

The Kite Suite API enables you to automate and integrate your Kite Suite project management tasks seamlessly into Pipedream workflows. With this API, you can create, update, and manage projects, tasks, and teams, allowing for streamlined communication and coordination within your organization. By leveraging Pipedream's capabilities, you can connect Kite Suite with various other apps and services, triggering actions based on events, scheduling regular updates, or even processing data in real-time.

Connect Kite Suite

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    kite_suite: {
      type: "app",
      app: "kite_suite",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.kitesuite.com/api/v1/directory`,
      headers: {
        "api-token": `${this.kite_suite.$auth.api_token}`,
        "workspace": `{{your_workspace_key}}`,
        "Accept": `application/json`,
      },
    })
  },
})

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