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with Typebot and Plaid?
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Popular Ways to Connect Typebot with Plaid#
Popular Typebot and Plaid Triggers#
Emit new event when a zapier step is triggered. See the docs
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 Typebot 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
Retrieves user-authorized transaction data for a specified date range. See the documentation
Overview of Typebot#
Typebot is a conversational form builder that allows you to create interactive and engaging forms for data collection. With Typebot API on Pipedream, you can automate the processing of form submissions, synchronize data with other services, and trigger customized workflows. Utilize the data gathered from Typebot in real-time, enrich it with other services, and streamline processes like lead generation, surveys, and feedback collection.
Connect Typebot#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
typebot: {
type: "app",
app: "typebot",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://typebot.io/api/users/me`,
headers: {
Authorization: `Bearer ${this.typebot.$auth.api_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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