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with Plaid and Softr?
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Popular Plaid and Softr 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 Softr 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
Removes an existing user from your Softr app. Be aware, this action is irreversible. 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 Softr#
The Softr API unlocks the power to automate and integrate Softr-built web apps with a multitude of external services and internal workflows. With it, you can streamline data manipulation, sync content, or trigger actions based on specific events. Create, update, and fetch data from your Softr applications, and leverage this functionality to enhance user experience, improve operational efficiency, and reduce manual workloads. When used on Pipedream, the API can connect with other apps to create robust, serverless workflows that operate in real-time or on a scheduled basis.
Connect Softr#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
softr: {
type: "app",
app: "softr",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://studio-api.softr.io/v1/api/users`,
headers: {
"Softr-Api-Key": `${this.softr.$auth.api_key}`,
"Softr-Domain": `${this.softr.$auth.domain}`,
"Content-Type": `application/json`,
},
})
},
})
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