with Plaid and PersistIQ?
Emit new events when a new prospect was created. See the docs
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
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;
},
})
PersistIQ is a sales automation platform that streamlines outbound sales processes with personalized email campaigns and task management. By leveraging the PersistIQ API on Pipedream, you can craft intricate automation workflows that enhance lead management, align sales communications, and improve team productivity. This API interaction enables real-time synchronization of lead data, automated campaign actions, and analytics integration, fostering a seamless sales operation.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
persistiq: {
type: "app",
app: "persistiq",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.persistiq.com/v1/users`,
headers: {
"x-api-key": `${this.persistiq.$auth.api_key}`,
},
})
},
})