Create Sandbox Public Token with Plaid API on New Scheduled Tasks from AWS API

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New Scheduled Tasks from the AWS 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 AWS 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 Scheduled Tasks trigger
1. Connect your AWS account
2. Select a AWS Region
3. Optional- Configure Secret
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 Scheduled Tasks on AWS

Description:Creates a Step Function State Machine to publish a message to an SNS topic at a specific timestamp. The SNS topic delivers the message to this Pipedream source, and the source emits it as a new event.

Version:0.4.2

Key:aws-new-scheduled-tasks

View on GitHub

AWS Overview#

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Trigger Code#

import base from "../common/scheduled.mjs";
import { toSingleLineString } from "../../common/utils.mjs";

export default {
  ...base,
  key: "aws-new-scheduled-tasks",
  name: "New Scheduled Tasks",
  description: toSingleLineString(`
    Creates a Step Function State Machine to publish a message
    to an SNS topic at a specific timestamp. The SNS topic delivers
    the message to this Pipedream source, and the source emits it as a new event.
  `),
  version: "0.4.2",
  type: "source",
  dedupe: "unique", // Dedupe on SNS message ID
  methods: {
    ...base.methods,
    getStateMachineDefinition() {
      const { PD_COMPONENT: componentId } = process.env;
      const topicArn = this.getTopicArn();
      return {
        Comment: `Task Scheduler for Pipedream component ${componentId}`,
        StartAt: "Wait",
        States: {
          Wait: {
            Comment: "Wait until specified timestamp",
            Type: "Wait",
            TimestampPath: "$.timestamp",
            Next: "SendMessageToSNS",
          },
          SendMessageToSNS: {
            Type: "Task",
            Resource: "arn:aws:states:::sns:publish",
            Parameters: {
              "TopicArn": topicArn,
              "Message.$": "$",
            },
            End: true,
          },
        },
      };
    },
    getStateMachinePermissions() {
      const topicArn = this.getTopicArn();
      const document = {
        Version: "2012-10-17",
        Statement: [
          {
            Effect: "Allow",
            Action: [
              "sns:Publish",
            ],
            Resource: [
              topicArn,
            ],
          },
        ],
      };
      const name = "publish-messages-to-pipedream-sns-topic";
      return {
        document,
        name,
      };
    },
  },
};

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
AWS	`aws`	`app`	This component uses the AWS 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.
AWS Region	`region`	`string`	Select a value from the drop down menu.
Secret	`secret`	`string`	Optional but recommended: if you enter a secret here, you must pass this value in the `secret` parameter of each HTTP POST request

Trigger Authentication#

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

Follow the AWS Instructions for creating an IAM user with an associated access and secret key.

As a best practice, attach the minimum set of IAM permissions necessary to perform the specific task in Pipedream. If your workflow only needs to perform a single API call, you should create a user and associate an IAM group / policy with permission to do only that task. You can create as many linked AWS accounts in Pipedream as you'd like.

Enter your access and secret key below.

About AWS#

Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.

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).

About Plaid#

Connect to users' bank accounts.

More Ways to Connect Plaid + AWS#

Other Popular Integrations#

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Create Sandbox Public Token with Plaid API on New Scheduled Tasks from AWS API

Pipedream makes it easy to connect APIs for Plaid, AWS 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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