What do you want to automate

with WhatsApp Business and Plaid?

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

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Create Access Token with Plaid API on New Message Sent from WhatsApp Business API
WhatsApp Business + Plaid
 
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Create Sandbox Public Token with Plaid API on New Message Sent from WhatsApp Business API
WhatsApp Business + Plaid
 
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Create User with Plaid API on New Message Sent from WhatsApp Business API
WhatsApp Business + Plaid
 
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Get Real-Time Balance with Plaid API on New Message Sent from WhatsApp Business API
WhatsApp Business + Plaid
 
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Get Transactions with Plaid API on New Message Sent from WhatsApp Business API
WhatsApp Business + Plaid
 
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New Message Sent from the WhatsApp Business API

Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your Facebook Developer Account. See documentation for more information about Webhook setup.

 
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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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List Message Templates with the WhatsApp Business API

Lists message templates. See the docs.

 
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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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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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Send Text Message with the WhatsApp Business API

Sends a text message. See the docs.

 
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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 WhatsApp Business API with the Plaid API
Setup the WhatsApp Business API trigger to run a workflow which integrates with the Plaid API. Pipedream's integration platform allows you to integrate WhatsApp Business and Plaid remarkably fast. Free for developers.

Overview of WhatsApp Business

The WhatsApp Business API on Pipedream is a powerful avenue for automating interactions with customers on WhatsApp. You can send messages, set up automated responses, and manage conversations on a large scale. With Pipedream's serverless platform, you can create workflows that trigger from various events and connect WhatsApp Business with numerous other apps to automate tasks, notify teams, sync data, and more, all without managing infrastructure.

Connect WhatsApp Business

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    whatsapp_business: {
      type: "app",
      app: "whatsapp_business",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.facebook.com/v15.0/${this.whatsapp_business.$auth.business_account_id}/phone_numbers`,
      headers: {
        Authorization: `Bearer ${this.whatsapp_business.$auth.permanent_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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SAS logo
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Warner Bros. logo
Adyen logo
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Checkr logo
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LinkedIn logo
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Rudderstack logo
SAS logo
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