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Popular Plaid and Roll Triggers#
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
Popular Plaid and Roll 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
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 Roll#
The Roll API serves as a bridge to Roll's project management software, enabling users to automate tasks, manipulate project data, and integrate with countless other apps within the Pipedream ecosystem. By leveraging this API, you can streamline operations, sync data across various platforms, and create custom notifications that power up your project management workflows.
Connect Roll#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
roll: {
type: "app",
app: "roll",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.rollhq.com/graphql`,
headers: {
Authorization: `Bearer ${this.roll.$auth.api_access_token}`,
},
params: {
query: `query{
project {ProjectId ProjectTitle}
}`,
},
})
},
})
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