What do you want to automate
with Snowflake and Plaid?
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Popular Snowflake and Plaid Triggers#
Run a SQL query on a schedule, triggering a workflow for each row of results
Emit new event when there are new accounts available at the Financial Institution. See the documentation
Popular Snowflake and Plaid Actions#
Exchange a Link public_token for an API access_token. See the documentation
Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation
Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation
Get the real-time balance for each of an Item's accounts. See the documentation
Overview of Snowflake#
Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture
Getting Started
1. Create a user, role and warehouse in Snowflake
Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI
We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.
2. Enter those details in Pipedream
Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.
You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.
3. Build your first workflow
Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.
Learn more at Pipedream University
Connect Snowflake#
import snowflake from '@pipedream/snowflake';
export default defineComponent({
props: {
snowflake,
},
async run({ $ }) {
// Component source code:
// https://github.com/PipedreamHQ/pipedream/tree/master/components/snowflake
return this.snowflake.executeQuery({
sqlText: `SELECT CURRENT_TIMESTAMP()`,
binds: [],
});
},
});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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