Create Sandbox Public Token with Plaid API on New Project from Zoho Projects API

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New Project from the Zoho Projects API

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Create Sandbox Public Token with the Plaid API

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Getting Started#

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

Select this integration
Configure the New Project trigger
1. Connect your Zoho Projects account
2. Configure Polling schedule
3. Select a Portal ID
Configure the Create Sandbox Public Token action
1. Connect your Plaid account
2. Select a Institution ID
3. Select one or more Initial Products
4. Optional- Configure Webhook URL
5. Optional- Configure User Token
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 Project on Zoho Projects

Description:Emit new event when a new project is created. [See the docs here](https://www.zoho.com/projects/help/rest-api/projects-api.html#alink1)

Version:0.0.3

Key:zoho_projects-new-project

View on GitHub

Zoho Projects Overview#

The Zoho Projects API lets you harness the full potential of project management by enabling seamless integration with other tools and automating routine tasks. With it, you can create projects, manage tasks, track time, and customize your workflow. On Pipedream, you can leverage this API to build robust automations that connect Zoho Projects with a plethora of other apps, streamlining project tracking and collaboration workflows, all without writing a single line of code.

Trigger Code#

import common from "../common.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "zoho_projects-new-project",
  name: "New Project",
  description: "Emit new event when a new project is created. [See the docs here](https://www.zoho.com/projects/help/rest-api/projects-api.html#alink1)",
  type: "source",
  version: "0.0.3",
  props: {
    ...common.props,
    portalId: {
      propDefinition: [
        common.props.zohoProjects,
        "portalId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceName() {
      return constants.MODULES.PROJECTS;
    },
    getResourceFn() {
      return this.zohoProjects.getProjects;
    },
    getResourceFnArgs() {
      return {
        portalId: this.portalId,
        params: {
          sort_column: "created_time", // created_time | last_modified_time
          sort_order: "descending", // ascending | descending
        },
      };
    },
    resourceFilter(resource) {
      const lastCreatedAt = this.getLastCreatedAt() || 0;
      return resource.created_date_long > lastCreatedAt;
    },
    generateMeta(resource) {
      return {
        id: resource.id_string,
        ts: resource.created_date_long,
        summary: `Project ID ${resource.id_string}`,
      };
    },
  },
};

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
Zoho Projects	`zohoProjects`	`app`	This component uses the Zoho Projects app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the Zoho Projects API
Portal ID	`portalId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Zoho Projects uses OAuth authentication. When you connect your Zoho Projects account, Pipedream will open a popup window where you can sign into Zoho Projects and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Projects API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoProjects.portals.allZohoProjects.projects.allZohoProjects.activities.createZohoProjects.status.readZohoProjects.milestones.allZohoProjects.tasklists.allZohoProjects.tasks.allZohoProjects.timesheets.allZohoProjects.bugs.allZohoProjects.tags.allZohoProjects.events.allZohoProjects.forums.allZohoProjects.users.allZohoProjects.documents.CREATEZohoPC.files.CREATEZohoProjects.search.readZohoProjects.documents.READWorkDrive.team.ALLWorkDrive.workspace.ALLWorkDrive.files.ALL

About Zoho Projects#

Online Project Management Software & Tools

Action#

Create Sandbox Public Token on Plaid

Description:Creates a valid `public_token` for an arbitrary institution ID, initial products, and test credentials. [See the documentation](https://plaid.com/docs/api/sandbox/#sandboxpublic_tokencreate).

Version:0.0.1

Key:plaid-create-sandbox-public-token

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.

Action Code#

import app from "../../plaid.app.mjs";
import institutions from "../../common/sandbox-institutions.mjs";

export default {
  key: "plaid-create-sandbox-public-token",
  name: "Create Sandbox Public Token",
  description: "Creates a valid `public_token` for an arbitrary institution ID, initial products, and test credentials. [See the documentation](https://plaid.com/docs/api/sandbox/#sandboxpublic_tokencreate).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    institutionId: {
      type: "string",
      label: "Institution ID",
      description: "The ID of the institution the Item will be associated with",
      options: Object.values(institutions),
    },
    initialProducts: {
      type: "string[]",
      label: "Initial Products",
      description: "The products to initially pull for the Item. May be any products that the specified institution supports.",
      options: [
        "assets",
        "auth",
        "balance",
        "employment",
        "identity",
        "income_verification",
        "identity_verification",
        "investments",
        "liabilities",
        "payment_initiation",
        "standing_orders",
        "statements",
        "transactions",
        "transfer",
      ],
    },
    webhookUrl: {
      type: "string",
      label: "Webhook URL",
      description: "The URL to which Plaid should send webhook notifications. You must configure at least one webhook to enable webhooks.",
      optional: true,
    },
    userToken: {
      type: "string",
      label: "User Token",
      description: "The user token associated with the User data is being requested for.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      app,
      institutionId,
      initialProducts,
      webhookUrl,
      userToken,
    } = this;

    const response = await app.createSandboxPublicToken({
      institution_id: institutionId,
      initial_products: initialProducts,
      user_token: userToken,
      ...(
        webhookUrl
          ? {
            options: {
              webhook: webhookUrl,
            },
          }
          : {}
      ),
    });

    $.export("$summary", `Successfully created sandbox public token for institution ${institutionId}`);

    return 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
Plaid	`app`	`app`	This component uses the Plaid app.
Institution ID	`institutionId`	`string`	Select a value from the drop down menu:`{ "label": "First Platypus Bank (non-OAuth bank)", "value": "ins_109508" }{ "label": "First Gingham Credit Union (non-OAuth bank)", "value": "ins_109509" }{ "label": "Tattersall Federal Credit Union (non-OAuth bank)", "value": "ins_109510" }{ "label": "Tartan Bank (non-OAuth bank)", "value": "ins_109511" }{ "label": "Houndstooth Bank (for Instant Match and Automated Micro-deposit testing)", "value": "ins_109512" }{ "label": "Tartan-Dominion Bank of Canada (Canadian bank)", "value": "ins_43" }{ "label": "Flexible Platypus Open Banking (UK Bank)", "value": "ins_116834" }{ "label": "Royal Bank of Plaid (UK Bank)", "value": "ins_117650" }{ "label": "Platypus OAuth Bank (for OAuth testing)", "value": "ins_127287" }{ "label": "First Platypus OAuth App2App Bank (for App-to-App OAuth testing)", "value": "ins_132241" }{ "label": "Flexible Platypus Open Banking (for OAuth QR code authentication testing)", "value": "ins_117181" }{ "label": "Windowpane Bank (for Instant Micro-deposit testing)", "value": "ins_135858" }{ "label": "Unhealthy Platypus Bank - Degraded", "value": "ins_132363" }{ "label": "Unhealthy Platypus Bank - Down", "value": "ins_132361" }{ "label": "Unsupported Platypus Bank - Institution Not Supported", "value": "ins_133402" }{ "label": "Platypus Bank RUX Auth (formerly for testing legacy RUX flows)", "value": "ins_133502" }{ "label": "Platypus Bank RUX Match (formerly for testing legacy RUX flows)", "value": "ins_133503" }`
Initial Products	`initialProducts`	`string[]`	Select a value from the drop down menu:`assetsauthbalanceemploymentidentityincome_verificationidentity_verificationinvestmentsliabilitiespayment_initiationstanding_ordersstatementstransactionstransfer`
Webhook URL	`webhookUrl`	`string`	The URL to which Plaid should send webhook notifications. You must configure at least one webhook to enable webhooks.
User Token	`userToken`	`string`	The user token associated with the User data is being requested for.

Action 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).

Create Sandbox Public Token with Plaid API on New Project from Zoho Projects API

Pipedream makes it easy to connect APIs for Plaid, Zoho Projects 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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