What do you want to automate

with Retriever and Plaid?

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Create Access Token with Plaid API on New Device Return Order from Retriever API
Retriever + Plaid
 
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Create Device Return with Retriever API on New Accounts Available (Instant) from Plaid API
Plaid + Retriever
 
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Create Device Return with Retriever API on New Event (Instant) from Plaid API
Plaid + Retriever
 
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Create Device Return with Retriever API on Sync Updates Available (Instant) from Plaid API
Plaid + Retriever
 
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Create Sandbox Public Token with Plaid API on New Device Return Order from Retriever API
Retriever + Plaid
 
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New Device Return Order from the Retriever API

Triggers when a new device return order is created. See the documentation

 
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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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Create Device Return with the Retriever API

Creates a device return order. 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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Get Order with the Retriever API

Fetches a single device return order. 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 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 Retriever API with the Plaid API
Setup the Retriever API trigger to run a workflow which integrates with the Plaid API. Pipedream's integration platform allows you to integrate Retriever and Plaid remarkably fast. Free for developers.

Overview of Retriever

The Retriever API is designed for automating contact information retrieval, enriching your CRM data, or building lead generation tools. By integrating it with Pipedream, you can strategically extract valuable data and automate workflows for marketing, sales, or customer support. Pipedream’s serverless platform enables you to connect Retriever with hundreds of other apps, triggering actions based on new data, or updating systems in real-time.

Connect Retriever

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    retriever: {
      type: "app",
      app: "retriever",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.helloretriever.com/api/v1/device_returns/`,
      headers: {
        Authorization: `Bearer ${this.retriever.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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
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Gorgias logo
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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