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Popular Ways to Connect Plaid with Pipedream#
Popular Plaid and Pipedream Triggers#
Exposes an HTTP API for scheduling messages to be emitted at a future time
Emit new event based on a time interval before an upcoming event in the calendar. This source uses Pipedream's Task Scheduler. See the documentation for more information and instructions for connecting your Pipedream account.
Emit new event at a specified time before a card is due.
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
Popular Plaid and Pipedream Actions#
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
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#
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 Pipedream#
Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.
Some examples of applications you can build using the Pipedream API include:
- An application that can extract data from a database, transform it, and then
load it into another database. - An application that can monitor a data source for changes, and then trigger a
workflow in response to those changes. - An application that can poll an API for new data, and then process that data
in real-time.
Connect Pipedream#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipedream: {
type: "app",
app: "pipedream",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pipedream.com/v1/users/me`,
headers: {
Authorization: `Bearer ${this.pipedream.$auth.api_key}`,
},
})
},
})
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