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with Tally and Plaid?
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Popular Tally and Plaid Triggers#
Emit new event when there are new accounts available at the Financial Institution. See the documentation
Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation
Emit new event when there are new updates available for a connected account. See the documentation
Popular Tally 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
Overview of Tally#
The Tally API offers a suite of automation capabilities for Tally, a form-building platform that allows users to create forms without needing to code. Leveraging this API within Pipedream can supercharge your data collection and processing. With Pipedream, you can react to form submissions in real-time, sync data to other services, and customize your workflows to suit various use cases including data analysis, lead capture, and feedback management.
Connect Tally#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
tally: {
type: "app",
app: "tally",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.tally.so/me`,
headers: {
Authorization: `Bearer ${this.tally.$auth.oauth_access_token}`,
"Accept": `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#
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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