with Plaid and Modern Treasury?
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
Exchange a Link public_token
for an API access_token
. See the documentation
Creates a valid public_token
for an arbitrary institution ID, initial products, and test credentials. See the documentation
Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation
Get the real-time balance for each of an Item's accounts. See the documentation
Retrieves user-authorized transaction data for a specified date range. See the documentation
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.
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;
},
})
Modern Treasury is a powerful platform for payment operations, allowing businesses to manage payments, banking, and reconciliation easily. Through its API, you can initiate transfers, update transactions, reconcile accounts, and automate workflows related to financial transactions. Pipedream, as a serverless integration and compute platform, empowers you to connect Modern Treasury with countless other apps to create custom automation workflows, trigger actions based on payment events, and synchronize financial data across your business systems.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
modern_treasury: {
type: "app",
app: "modern_treasury",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.moderntreasury.com/api/api_keys/current`,
auth: {
username: `${this.modern_treasury.$auth.organization_id}`,
password: `${this.modern_treasury.$auth.api_key}`,
},
})
},
})