What do you want to automate

with Plaid and monday?

Prompt, edit and deploy AI agents that connect to Plaid, monday and 2,500+ other apps in seconds.

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
Create Access Token with Plaid API on Column Value Updated (Instant) from monday (API Key) API
monday + Plaid
 
Try it
Create Access Token with Plaid API on Name Updated (Instant) from monday (API Key) API
monday + Plaid
 
Try it
Create Access Token with Plaid API on New Board Created from monday (API Key) API
monday + Plaid
 
Try it
Create Access Token with Plaid API on New Item Created (Instant) from monday (API Key) API
monday + Plaid
 
Try it
Create Access Token with Plaid API on New Sub-Item Created (Instant) from monday (API Key) API
monday + Plaid
 
Try it
Column Value Updated (Instant) from the monday API

Emit new event when a column value is updated on a board. See the documentation

 
Try it
New Accounts Available (Instant) from the Plaid API

Emit new event when there are new accounts available at the Financial Institution. See the documentation

 
Try it
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

 
Try it
Sync Updates Available (Instant) from the Plaid API

Emit new event when there are new updates available for a connected account. See the documentation

 
Try it
Name Updated (Instant) from the monday API

Emit new event when an item's name is updated. See the documentation

 
Try it
Create Access Token with the Plaid API

Exchange a Link public_token for an API access_token. See the documentation

 
Try it
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

 
Try it
Create an Update with the monday API

Creates a new update. See the documentation

 
Try it
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

 
Try it
Create Board with the monday API

Creates a new board. See the documentation

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
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 monday

The monday.com API unlocks the potential to automate workflows, sync data across applications, and create dynamic project management solutions. With this API on Pipedream, you can craft custom integrations that respond to events in monday.com, manipulate boards, items, and columns, and harmonize project data with third-party services to streamline operations, reduce manual workload, and ensure consistent information flow within your business ecosystem.

Connect monday

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    monday: {
      type: "app",
      app: "monday",
    }
  },
  async run({steps, $}) {
    const data = {
            query: `query {
              me {
                id
                email
              }
            }`
          }
    return await axios($, {
      method: "post",
      url: `https://api.monday.com/v2`,
      headers: {
        "Authorization": `${this.monday.$auth.api_key}`,
      },
      data,
    })
  },
})

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