Plaid
Connect to users' bank accounts.
Integrate the Plaid API with the Zendesk API
Setup the Plaid API trigger to run a workflow which integrates with the Zendesk API. Pipedream's integration platform allows you to integrate Plaid and Zendesk remarkably fast. Free for developers.
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Popular Plaid and Zendesk Triggers#
Emit new event when a ticket is added to the specified view
Emit new event when a ticket has changed to closed status
Emit new event when a ticket has changed to pending status
Emit new event when a ticket has changed to solved status
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 Zendesk#
The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.
Connect Zendesk#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zendesk: {
type: "app",
app: "zendesk",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
headers: {
Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
},
})
},
})
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