What do you want to automate

with Plaid and Odoo?

Prompt, edit and deploy AI agents that connect to Plaid, Odoo and 2,800+ other apps in seconds.

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Create Record with Odoo API on New Accounts Available (Instant) from Plaid API
Plaid + Odoo
 
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Create Record with Odoo API on New Event (Instant) from Plaid API
Plaid + Odoo
 
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Create Record with Odoo API on Sync Updates Available (Instant) from Plaid API
Plaid + Odoo
 
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Search and Read Records with Odoo API on New Accounts Available (Instant) from Plaid API
Plaid + Odoo
 
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Search and Read Records with Odoo API on New Event (Instant) from Plaid API
Plaid + Odoo
 
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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 Record with the Odoo API

Create a new record in Odoo. 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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Search and Read Records with the Odoo API

Search and read records from Odoo. 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 Odoo API
Setup the Plaid API trigger to run a workflow which integrates with the Odoo API. Pipedream's integration platform allows you to integrate Plaid and Odoo 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 Odoo

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import xmlrpc from 'xmlrpc';

export default defineComponent({
  props: {
    odoo: {
      type: "app",
      app: "odoo",
    }
  },
  async run({ steps, $ }) {
    const url = this.odoo.$auth.server_url;
    const db = this.odoo.$auth.db;
    const username = this.odoo.$auth.username;
    const password = this.odoo.$auth.password;

    // Create clients for common and object endpoints
    const common = xmlrpc.createSecureClient(`${url}/xmlrpc/2/common`);
    const models = xmlrpc.createSecureClient(`${url}/xmlrpc/2/object`);

    // Using async/await with promises
    async function getFields() {
      try {
        // Authenticate and get uid
        const uid = await new Promise((resolve, reject) => {
          common.methodCall('authenticate', [db, username, password, {}], (error, value) => {
            if (error) reject(error);
            resolve(value);
          });
        });

        // Get fields
        const results = await new Promise((resolve, reject) => {
          models.methodCall('execute_kw', [
            db,
            uid,
            password,
            'res.partner',
            'fields_get',
            [],
            { 'attributes': ['string', 'help', 'type'] }
          ], (error, value) => {
            if (error) reject(error);
            resolve(value);
          });
        });
        return results;
      } catch (error) {
        throw new Error(error);
      }
    }

    return await getFields();
  },
})

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