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with Plaid and Microsoft Outlook?
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Popular Ways to Connect Plaid with Microsoft Outlook#
Popular Plaid and Microsoft Outlook Triggers#
Emit new event when there are new accounts available at the Financial Institution. See the documentation
Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation
Emit new event when there are new updates available for a connected account. See the documentation
Emit new event when a new email containing one or more attachments arrives in a specified Microsoft Outlook folder.
Emit new event when a new Contact is created
Popular Plaid and Microsoft Outlook Actions#
Exchange a Link public_token for an API access_token. See the documentation
Adds a label/category to an email in Microsoft Outlook. See the documentation
Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation
Suspend the workflow until approved by email. See the documentation
Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation
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#
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 Microsoft Outlook#
The Microsoft Outlook API on Pipedream allows you to automate email-related tasks, manage calendars, and handle contacts effortlessly. With the API, you can trigger workflows on new emails, send emails programmatically, and synchronize calendars across platforms, among other functions. Pipedream's serverless platform facilitates the connection between Outlook and a myriad of other apps for efficient automation workflows.
Connect Microsoft Outlook#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_outlook: {
type: "app",
app: "microsoft_outlook",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_outlook.$auth.oauth_access_token}`,
},
})
},
})
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