What do you want to automate

with Plaid and Outreach?

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Add Prospect to Sequence with Outreach API on New Accounts Available (Instant) from Plaid API
Plaid + Outreach
 
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Add Prospect to Sequence with Outreach API on New Event (Instant) from Plaid API
Plaid + Outreach
 
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Add Prospect to Sequence with Outreach API on Sync Updates Available (Instant) from Plaid API
Plaid + Outreach
 
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Create Access Token with Plaid API on New Call Instant from Outreach API
Outreach + Plaid
 
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Create Access Token with Plaid API on New Email Event (Instant) from Outreach API
Outreach + Plaid
 
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New Call Instant from the Outreach API

Emit new event when a call is created, updated, or deleted.

 
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New Email Event (Instant) from the Outreach API

Emit new event when an email is created, updated, destroyed, bounced, delivered, opened or replied.

 
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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 Task Event (Instant) from the Outreach API

Emit new event when a task is created, updated, destroyed or completed.

 
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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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Create Access Token with the Plaid API

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

 
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Add Prospect to Sequence with the Outreach API

Adds an existing prospect to a specific sequence in Outreach. 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 Account with the Outreach API

Creates an account within Outreach. 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 Outreach API
Setup the Plaid API trigger to run a workflow which integrates with the Outreach API. Pipedream's integration platform allows you to integrate Plaid and Outreach 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 Outreach

The Outreach API offers extensive capabilities to automate sales engagement processes and integrate with other tools seamlessly on Pipedream. With this API, you can sync lead and prospect data, automate outreach campaigns, and trigger actions based on sales interactions. The API provides endpoints to manage prospects, accounts, opportunities, and more, offering a rich set of data for custom workflows.

Connect Outreach

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    outreach: {
      type: "app",
      app: "outreach",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.outreach.io/api/v2/accounts`,
      headers: {
        Authorization: `Bearer ${this.outreach.$auth.oauth_access_token}`,
        "Content-Type": `application/vnd.api+json`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
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Bandwidth logo
Checkr logo
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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