What do you want to automate

with Plain and Plaid?

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Add Customer to Group with Plain API on New Accounts Available (Instant) from Plaid API
Plaid + Plain
 
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Add Customer to Group with Plain API on New Event (Instant) from Plaid API
Plaid + Plain
 
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Add Customer to Group with Plain API on Sync Updates Available (Instant) from Plaid API
Plaid + Plain
 
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Create Access Token with Plaid API on Customer Created from Plain API
Plain + Plaid
 
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Create Access Token with Plaid API on Customer Deleted from Plain API
Plain + Plaid
 
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Customer Created from the Plain API

Emit new event when a customer is created.

 
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Customer Deleted from the Plain API

Emit new event when a customer is deleted.

 
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Customer Updated from the Plain API

Emit new event when a customer is updated.

 
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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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Email Received from the Plain API

Emit new event when an email is received.

 
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Add Customer to Group with the Plain API

Adds a customer to a customer group. 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 Customer Event with the Plain API

Creates an event with a customer. 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 Thread with the Plain API

Creates a new thread with a given customer. See the documentation

 
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Integrate the Plain API with the Plaid API
Setup the Plain API trigger to run a workflow which integrates with the Plaid API. Pipedream's integration platform allows you to integrate Plain and Plaid remarkably fast. Free for developers.

Overview of Plain

The Plain API provides functionality for automating customer support tasks, such as managing conversations, customers, and team inboxes. Within Pipedream, you can leverage these features to create custom workflows that respond to events from your app or external services, triggering actions in Plain. By integrating the Plain API with Pipedream, you can enhance customer support efficiency, streamline communication, and keep customer data synchronized across platforms.

Connect Plain

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    plain: {
      type: "app",
      app: "plain",
    }
  },
  async run({steps, $}) {
    const data = {
      "query": `query Workspace {
        workspace(workspaceId: "${this.plain.$auth.workspace_id}") {
            id
            publicName
        }
    }`,
    }
    return await axios($, {
      method: "post",
      url: `https://core-api.uk.plain.com/graphql/v1`,
      headers: {
        Authorization: `Bearer ${this.plain.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
      data,
    })
  },
})

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;
  },
})

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

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
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