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Popular Ramp and Plaid Triggers#
Popular Ramp and Plaid Actions#
Creates a new virtual card for a given user. See the documentation
Uploads a receipt for a given transaction and user. See the documentation
Overview of Ramp#
The Ramp API provides programmatic access to financial and accounting functionalities, allowing for the management of company cards, transactions, and reporting. By leveraging the Ramp API within Pipedream, you can automate intricate finance operations, synchronize transaction data with accounting software, trigger notifications based on spending activities, and analyze financial data in real-time, integrating with other services for enhanced financial workflows.
Connect Ramp#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
ramp: {
type: "app",
app: "ramp",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.ramp.com/developer/v1/business`,
headers: {
Authorization: `Bearer ${this.ramp.$auth.oauth_access_token}`,
},
})
},
})
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;
},
})
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