What do you want to automate

with Salesforce and Plaid?

Prompt, edit and deploy AI agents that connect to Salesforce, Plaid and 2,500+ other apps in seconds.

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Add Contact to Campaign with Salesforce API on New Accounts Available (Instant) from Plaid API
Plaid + Salesforce
 
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Add Contact to Campaign with Salesforce API on New Event (Instant) from Plaid API
Plaid + Salesforce
 
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Add Contact to Campaign with Salesforce API on Sync Updates Available (Instant) from Plaid API
Plaid + Salesforce
 
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Add Lead to Campaign with Salesforce API on New Accounts Available (Instant) from Plaid API
Plaid + Salesforce
 
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Add Lead to Campaign with Salesforce API on New Event (Instant) from Plaid API
Plaid + Salesforce
 
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Case Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when a case is updated. 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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Email Template Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when an email template is updated. See the documentation

 
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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. 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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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. 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 Salesforce API with the Plaid API
Setup the Salesforce API trigger to run a workflow which integrates with the Plaid API. Pipedream's integration platform allows you to integrate Salesforce and Plaid remarkably fast. Free for developers.

Overview of Salesforce

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$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

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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

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Adyen logo
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Checkr logo
ChartMogul logo
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Gorgias logo
LinkedIn logo
Logitech logo
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Rudderstack logo
SAS logo
Scale AI logo
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