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with Plaid and Zoho Desk?

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Add Ticket Attachment with Zoho Desk API on New Accounts Available (Instant) from Plaid API
Plaid + Zoho Desk
 
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Add Ticket Attachment with Zoho Desk API on New Event (Instant) from Plaid API
Plaid + Zoho Desk
 
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Add Ticket Attachment with Zoho Desk API on Sync Updates Available (Instant) from Plaid API
Plaid + Zoho Desk
 
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Add Ticket Comment with Zoho Desk API on New Accounts Available (Instant) from Plaid API
Plaid + Zoho Desk
 
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Add Ticket Comment with Zoho Desk API on New Event (Instant) from Plaid API
Plaid + Zoho Desk
 
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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 Account from the Zoho Desk API

Emit new event when a new account is created. See the docs here

 
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New Agent from the Zoho Desk API

Emit new event when a new agent is created. See the docs here

 
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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 Ticket Attachment with the Zoho Desk API

Attaches a file to a ticket. 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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Add Ticket Comment with the Zoho Desk API

Adds a comment to a ticket. See the docs here

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

Zoho Desk API empowers you to streamline and automate customer service processes. With Pipedream, you can tap into Zoho Desk's capabilities to manage tickets, fetch customer info, and coordinate your support team's efforts. Imagine syncing support tickets to your internal systems, triggering alerts for high-priority issues, or even analyzing support trends over time. Pipedream's serverless platform lets you connect Zoho Desk to hundreds of other apps with minimal hassle, transforming how you attend to customer needs.

Connect Zoho Desk

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_desk: {
      type: "app",
      app: "zoho_desk",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://desk.${this.zoho_desk.$auth.region}/api/v1/myProfile`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_desk.$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