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with Plaid and Streak?

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Create Access Token with Plaid API on Box Changed Pipeline (Instant) from Streak API
Streak + Plaid
 
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Create Access Token with Plaid API on Box Changed Stage (Instant) from Streak API
Streak + Plaid
 
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Create Access Token with Plaid API on New Box (Instant) from Streak API
Streak + Plaid
 
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Create Access Token with Plaid API on New Comment (Instant) from Streak API
Streak + Plaid
 
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Create Access Token with Plaid API on New Contact (Instant) from Streak API
Streak + Plaid
 
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Box Changed Pipeline (Instant) from the Streak API

Emit new event when a box changes pipelines.

 
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Box Changed Stage (Instant) from the Streak API

Emit new event when a box's stage is updated in a pipeline.

 
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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 Box (Instant) from the Streak API

Emit new event when a new box is created in a pipeline.

 
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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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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 Box with the Streak API

Create a new box in Streak. See the docs

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

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Connect Streak

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    streak: {
      type: "app",
      app: "streak",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.streak.com/api/v1/users/me`,
      auth: {
        username: `${this.streak.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

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

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Gorgias logo
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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