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with Plaid and Procore?

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Create Access Token with Plaid API on Budget Snapshot Event (Instant) from Procore API
Procore + Plaid
 
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Create Access Token with Plaid API on Commitment Change Order Event (Instant) from Procore API
Procore + Plaid
 
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Create Access Token with Plaid API on New Budget Snapshot Event (Instant) from Procore API
Procore + Plaid
 
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Create Access Token with Plaid API on New Change Order Package Event (Instant) from Procore API
Procore + Plaid
 
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Create Access Token with Plaid API on New Commitment Change Order Event (Instant) from Procore API
Procore + Plaid
 
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Budget Snapshot Event (Instant) from the Procore API

Emits an event each time a Budget Snapshot is created, updated, or deleted in a project.

 
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Commitment Change Order Event (Instant) from the Procore API

Emits an event each time a Commitment Change Order is created, updated, or deleted in a project.

 
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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 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 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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Create Incident with the Procore API

Create a new incident. See the documentation

 
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Get Real-Time Balance with the Plaid API

Get the real-time balance for each of an Item's accounts. See the documentation

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

The Procore API empowers developers to interact with its construction management software programmatically, enabling automation of tasks, data synchronization, and enhanced reporting. With APIs covering project management, quality and safety, construction financials, and field productivity, you can craft workflows that streamline operations, reduce manual entry, and provide real-time insights. On Pipedream, these capabilities can be harnessed to create workflows that react to events in Procore or orchestrate actions between Procore and other apps, optimizing construction project workflows.

Connect Procore

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    procore: {
      type: "app",
      app: "procore",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.procore.com/rest/v1.0/me`,
      headers: {
        Authorization: `Bearer ${this.procore.$auth.oauth_access_token}`,
      },
    })
  },
})

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

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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