← Pipedream + Plaid integrations

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

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New Scheduled Tasks from the Pipedream API
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Create Sandbox Public Token with the Plaid API
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Developers Pipedream

Getting Started

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

  1. Select this integration
  2. Configure the New Scheduled Tasks trigger
    1. Connect your Pipedream account
    2. Optional- Configure Secret
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Exposes an HTTP API for scheduling messages to be emitted at a future time
Version:0.3.1
Key:pipedream-new-scheduled-tasks

Pipedream Overview

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

  • An application that can extract data from a database, transform it, and then
    load it into another database.
  • An application that can monitor a data source for changes, and then trigger a
    workflow in response to those changes.
  • An application that can poll an API for new data, and then process that data
    in real-time.

Trigger Code

import pipedream from "../../pipedream.app.mjs";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";

export default {
  key: "pipedream-new-scheduled-tasks",
  name: "New Scheduled Tasks",
  type: "source",
  description:
    "Exposes an HTTP API for scheduling messages to be emitted at a future time",
  version: "0.3.1",
  dedupe: "unique", // Dedupe on a UUID generated for every scheduled task
  props: {
    pipedream,
    secret: {
      type: "string",
      secret: true,
      label: "Secret",
      optional: true,
      description:
        "**Optional but recommended**: if you enter a secret here, you must pass this value in the `x-pd-secret` HTTP header when making requests",
    },
    http: {
      label: "Endpoint",
      description: "The endpoint where you'll send task scheduler requests",
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
  },
  methods: {
    // To schedule future emits, we emit to the selfChannel of the component
    selfChannel() {
      return "self";
    },
    // Queue for future emits that haven't yet been delivered
    queuedEventsChannel() {
      return "$in";
    },
    httpRespond({
      status, body,
    }) {
      this.http.respond({
        headers: {
          "content-type": "application/json",
        },
        status,
        body,
      });
    },
    async selfSubscribe() {
      // Subscribe the component to itself. We do this here because even in
      // the activate hook, the component isn't available to take subscriptions.
      // Scheduled tasks are sent to the self channel, which emits the message at
      // the specified delivery_ts to this component.
      const isSubscribedToSelf = this.db.get("isSubscribedToSelf");
      if (!isSubscribedToSelf) {
        const componentId = process.env.PD_COMPONENT;
        const selfChannel = this.selfChannel();
        console.log(`Subscribing to ${selfChannel} channel for event source`);
        console.log(
          await this.pipedream.subscribe(componentId, componentId, selfChannel),
        );
        this.db.set("isSubscribedToSelf", true);
      }
    },
    validateEventBody(event, operation) {
      const errors = [];

      // Secrets are optional, so we first check if the user configured
      // a secret, then check its value against the prop (validation below)
      if (this.secret && event.headers["x-pd-secret"] !== this.secret) {
        errors.push(
          "Secret on incoming request doesn't match the configured secret",
        );
      }

      if (operation === "schedule") {
        const {
          timestamp,
          message,
        } = event.body;
        // timestamp should be an ISO 8601 string. Parse and check for validity below.
        const epoch = Date.parse(timestamp);

        if (!timestamp) {
          errors.push(
            "No timestamp included in payload. Please provide an ISO8601 timestamp in the 'timestamp' field",
          );
        }
        if (timestamp && !epoch) {
          errors.push("Timestamp isn't a valid ISO 8601 string");
        }
        if (!message) {
          errors.push("No message passed in payload");
        }
      }

      return errors;
    },
    scheduleTask(event) {
      const errors = this.validateEventBody(event, "schedule");
      let status, body;

      if (errors.length) {
        console.log(errors);
        status = 400;
        body = {
          errors,
        };
      } else {
        const id = this.emitScheduleEvent(event.body, event.body.timestamp);
        status = 200;
        body = {
          msg: "Successfully scheduled task",
          id,
        };
      }

      this.httpRespond({
        status,
        body,
      });
    },
    emitScheduleEvent(event, timestamp) {
      const selfChannel = this.selfChannel();
      const epoch = Date.parse(timestamp);
      const $id = uuid();

      console.log(`Scheduled event to emit on: ${new Date(epoch)}`);

      this.$emit(
        {
          ...event,
          $channel: selfChannel,
          $id,
        },
        {
          name: selfChannel,
          id: $id,
          delivery_ts: epoch,
        },
      );

      return $id;
    },
    async cancelTask(event) {
      const errors = this.validateEventBody(event, "cancel");
      let status, msg;

      if (errors.length) {
        console.log(errors);
        status = 400;
        msg = "Secret on incoming request doesn't match the configured secret";
      } else {
        try {
          const id = event.body.id;
          const isCanceled = await this.deleteEvent(event);
          if (isCanceled) {
            status = 200;
            msg = `Cancelled scheduled task for event ${id}`;
          } else {
            status = 404;
            msg = `No event with ${id} found`;
          }
        } catch (error) {
          console.log(error);
          status = 500;
          msg = "Failed to schedule task. Please see the logs";
        }
      }

      this.httpRespond({
        status,
        body: {
          msg,
        },
      });
    },
    async deleteEvent(event) {
      const componentId = process.env.PD_COMPONENT;
      const inChannel = this.queuedEventsChannel();

      // The user must pass a scheduled event UUID they'd like to cancel
      // We lookup the event by ID and delete it
      const { id } = event.body;

      // List events in the $in channel - the queue of scheduled events, to be emitted in the future
      const events = await this.pipedream.listEvents(
        componentId,
        inChannel,
      );
      console.log("Events: ", events);

      // Find the event in the list by id
      const eventToCancel = events.data.find((e) => {
        const { metadata } = e;
        return metadata.id === id;
      });

      console.log("Event to cancel: ", eventToCancel);

      if (!eventToCancel) {
        console.log(`No event with ${id} found`);
        return false;
      }

      // Delete the event
      await this.pipedream.deleteEvent(
        componentId,
        eventToCancel.id,
        inChannel,
      );
      return true;
    },
    emitEvent(event, summary) {
      // Delete the channel name and id from the incoming event, which were used only as metadata
      const id = event.$id;
      delete event.$channel;
      delete event.$id;

      this.$emit(event, {
        summary: summary ?? JSON.stringify(event),
        id,
        ts: +new Date(),
      });
    },
  },
  async run(event) {
    await this.selfSubscribe();

    const { path } = event;
    if (path === "/schedule") {
      this.scheduleTask(event);
    } else if (path === "/cancel") {
      await this.cancelTask(event);
    } else if (event.$channel === this.selfChannel()) {
      this.emitEvent(event);
    }
  },
  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.
LabelPropTypeDescription
PipedreampipedreamappThis component uses the Pipedream app.
Secretsecretstring

Optional but recommended: if you enter a secret here, you must pass this value in the x-pd-secret HTTP header when making requests

N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

About Pipedream

Integration platform for developers

Action

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

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.

LabelPropTypeDescription
PlaidappappThis component uses the Plaid app.
Institution IDinstitutionIdstringSelect 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 ProductsinitialProductsstring[]Select a value from the drop down menu:assetsauthbalanceemploymentidentityincome_verificationidentity_verificationinvestmentsliabilitiespayment_initiationstanding_ordersstatementstransactionstransfer
Webhook URLwebhookUrlstring

The URL to which Plaid should send webhook notifications. You must configure at least one webhook to enable webhooks.

User TokenuserTokenstring

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.

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