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with Plaid and Xero Accounting?

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Add Items to Existing Sales Invoice with Xero Accounting API on New Accounts Available (Instant) from Plaid API
Plaid + Xero Accounting
 
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Add Items to Existing Sales Invoice with Xero Accounting API on New Event (Instant) from Plaid API
Plaid + Xero Accounting
 
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Add Items to Existing Sales Invoice with Xero Accounting API on Sync Updates Available (Instant) from Plaid API
Plaid + Xero Accounting
 
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Bank Statements Report with Xero Accounting API on New Accounts Available (Instant) from Plaid API
Plaid + Xero Accounting
 
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Bank Statements Report with Xero Accounting API on New Event (Instant) from Plaid API
Plaid + Xero Accounting
 
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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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New or updated contact from the Xero Accounting API

Emit new notifications when you create a new or update existing contact

 
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New or updated invoice from the Xero Accounting API

Emit new notifications when you create a new or update existing invoice

 
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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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Add Items to Existing Sales Invoice with the Xero Accounting API

Adds line items to an existing sales invoice. See the docs here

 
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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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Bank Statements Report with the Xero Accounting API

Gets bank statements for the specified bank account.

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

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Connect Xero Accounting

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    xero_accounting_api: {
      type: "app",
      app: "xero_accounting_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.xero.com/connections`,
      headers: {
        Authorization: `Bearer ${this.xero_accounting_api.$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