Create Customer with Chargebee API on New Accounts Available (Instant) from Plaid API

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New Accounts Available (Instant) from the Plaid API

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Create Customer with the Chargebee API

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Getting Started#

This integration creates a workflow with a Plaid trigger and Chargebee action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Accounts Available (Instant) trigger
1. Connect your Plaid account
2. Optional- Select one or more Products
3. Optional- Select one or more Required If Supported Products
4. Optional- Select one or more Optional Products
5. Optional- Select one or more Additional Consented Products
Configure the Create Customer action
1. Connect your Chargebee account
2. Optional- Configure ID
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Company
8. Optional- Configure Additional Fields
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Accounts Available (Instant) on Plaid

Description:Emit new event when there are new accounts available at the Financial Institution. [See the documentation](https://plaid.com/docs/api/webhooks/).

Version:0.0.1

Key:plaid-new-accounts-available-instant

View on GitHub

Plaid Overview#

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.

Trigger Code#

import common from "../common/webhook.mjs";
import events from "../common/events.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "plaid-new-accounts-available-instant",
  name: "New Accounts Available (Instant)",
  description: "Emit new event when there are new accounts available at the Financial Institution. [See the documentation](https://plaid.com/docs/api/webhooks/).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    isEventRelevant(resource) {
      const webhookType = events.WEBHOOK_TYPE.ITEM;
      const webhookCode = events.WEBHOOK_CODE[webhookType].NEW_ACCOUNTS_AVAILABLE;
      return resource.webhook_type === webhookType && resource.webhook_code === webhookCode;
    },
    generateMeta(resource) {
      const ts = Date.now();
      return {
        id: ts,
        summary: `New Event: ${resource.webhook_type}.${resource.webhook_code}`,
        ts,
      };
    },
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Plaid	`app`	`app`	This component uses the Plaid app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Products	`products`	`string[]`	Select a value from the drop down menu:`assetsauthbeaconemploymentidentityincome_verificationidentity_verificationinvestmentsliabilitiespayment_initiationstanding_orderssignalstatementstransactionstransfercra_base_reportcra_income_insightscra_partner_insightscra_network_insightscra_cashflow_insightslayer`
Required If Supported Products	`requiredIfSupportedProducts`	`string[]`	Select a value from the drop down menu:`authidentityinvestmentsliabilitiestransactionssignalstatements`
Optional Products	`optionalProducts`	`string[]`	Select a value from the drop down menu:`authidentityinvestmentsliabilitiessignalstatementstransactions`
Additional Consented Products	`additionalConsentedProducts`	`string[]`	Select a value from the drop down menu:`authbalance_plusidentityinvestmentsliabilitiestransactionssignal`

Trigger Authentication#

Plaid uses API keys for authentication. When you connect your Plaid account, Pipedream securely stores the keys so you can easily authenticate to Plaid APIs in both code and no-code steps.

Find your client ID and client secret in your Plaid Keys settings and enter them below.

You develop Plaid apps in different environments. Please choose the environment below (you can change this at https://pipedream.com/accounts at any time).

About Plaid#

Connect to users' bank accounts.

Action#

Create Customer on Chargebee

Description:Create a customer in Chargebee. [See the documentation](https://apidocs.chargebee.com/docs/api/customers?lang=node-v3#create_a_customer)

Version:0.0.1

Key:chargebee-create-customer

View on GitHub

Chargebee Overview#

The Chargebee API provides a suite of powerful endpoints that facilitate automation around subscription billing, invoicing, and customer management. By leveraging this API on Pipedream, you can build complex, event-driven workflows that react to subscription changes, automate billing operations, sync customer data across platforms, and trigger personalized communication, all without managing servers.

Action Code#

import chargebee from "../../chargebee.app.mjs";
import { clearObject } from "../../common/utils.mjs";

export default {
  key: "chargebee-create-customer",
  name: "Create Customer",
  description: "Create a customer in Chargebee. [See the documentation](https://apidocs.chargebee.com/docs/api/customers?lang=node-v3#create_a_customer)",
  version: "0.0.1",
  type: "action",
  props: {
    chargebee,
    id: {
      type: "string",
      label: "ID",
      description: "ID for the new customer. If not given, this will be auto-generated.",
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the customer.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the customer.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email of the customer.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the customer.",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "Company name of the customer.",
      optional: true,
    },
    additionalFields: {
      type: "object",
      label: "Additional Fields",
      description: "Additional fields and values to set for the customer. [See the documentation](https://apidocs.chargebee.com/docs/api/customers?lang=curl#create_a_customer) for all available fields.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.chargebee.createCustomer(clearObject({
      id: this.id,
      first_name: this.firstName,
      last_name: this.lastName,
      email: this.email,
      phone: this.phone,
      company: this.company,
      ...this.additionalFields,
    }));

    $.export("$summary", `Successfully created customer (ID: ${response?.customer?.id})`);
    return response?.customer ?? response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Chargebee	`chargebee`	`app`	This component uses the Chargebee app.
ID	`id`	`string`	ID for the new customer. If not given, this will be auto-generated.
First Name	`firstName`	`string`	First name of the customer.
Last Name	`lastName`	`string`	Last name of the customer.
Email	`email`	`string`	Email of the customer.
Phone	`phone`	`string`	Phone number of the customer.
Company	`company`	`string`	Company name of the customer.
Additional Fields	`additionalFields`	`object`	Additional fields and values to set for the customer. See the documentation for all available fields.

Action Authentication#

Chargebee uses API keys for authentication. When you connect your Chargebee account, Pipedream securely stores the keys so you can easily authenticate to Chargebee APIs in both code and no-code steps.

About Chargebee#

Automated Subscription Billing Software

More Ways to Connect Chargebee + Plaid#

Other Popular Integrations#

Create Customer with Chargebee API on New Event (Instant) from Plaid API

Plaid + Chargebee

Create Customer with Chargebee API on New Accounts Available (Instant) from Plaid API

Pipedream makes it easy to connect APIs for Chargebee, Plaid and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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