Create User Invite with Ramp API on New Event (Instant) from Plaid API

Pipedream makes it easy to connect APIs for Ramp, Plaid and 2,500+ other apps remarkably fast.

Trigger workflow on

New Event (Instant) from the Plaid API

Next, do this

Create User Invite with the Ramp API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Event (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 User Invite action
1. Connect your Ramp account
2. Configure Email
3. Configure First Name
4. Configure Last Name
5. Select a Role
6. Optional- Select a Department ID
7. Optional- Select a Direct Manager ID
8. Optional- Select a Location ID
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 Event (Instant) on Plaid

Description:Emit new event when there are changes to Plaid Items or the status of asynchronous processes. [See the documentation](https://plaid.com/docs/api/webhooks/).

Version:0.0.1

Key:plaid-new-event-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 sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "plaid-new-event-instant",
  name: "New Event (Instant)",
  description: "Emit new event when there are changes to Plaid Items or the status of asynchronous processes. [See the documentation](https://plaid.com/docs/api/webhooks/).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    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 User Invite on Ramp

Description:Sends out an invite for a new user. [See the documentation](https://docs.ramp.com/developer-api/v1/reference/rest/users#post-developer-v1-users-deferred)

Version:0.0.2

Key:ramp-create-user-invite

View on GitHub

Ramp Overview#

The Ramp API provides programmatic access to financial and accounting functionalities, allowing for the management of company cards, transactions, and reporting. By leveraging the Ramp API within Pipedream, you can automate intricate finance operations, synchronize transaction data with accounting software, trigger notifications based on spending activities, and analyze financial data in real-time, integrating with other services for enhanced financial workflows.

Action Code#

import ramp from "../../ramp.app.mjs";
import { v4 as uuidv4 } from "uuid";

export default {
  key: "ramp-create-user-invite",
  name: "Create User Invite",
  description: "Sends out an invite for a new user. [See the documentation](https://docs.ramp.com/developer-api/v1/reference/rest/users#post-developer-v1-users-deferred)",
  version: "0.0.2",
  type: "action",
  props: {
    ramp,
    email: {
      type: "string",
      label: "Email",
      description: "The employee's email address",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the employee",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the employee",
    },
    role: {
      propDefinition: [
        ramp,
        "role",
      ],
    },
    departmentId: {
      propDefinition: [
        ramp,
        "departmentId",
      ],
    },
    directManagerId: {
      propDefinition: [
        ramp,
        "userId",
      ],
      label: "Direct Manager ID",
      description: "Unique identifier of the employee's direct manager",
      optional: true,
    },
    locationId: {
      propDefinition: [
        ramp,
        "locationId",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.ramp.createUserInvite({
      $,
      data: {
        email: this.email,
        first_name: this.firstName,
        last_name: this.lastName,
        role: this.role,
        department_id: this.departmentId,
        direct_manager_id: this.directManagerId,
        location_id: this.locationId,
        idempotency_key: uuidv4(),
      },
    });
    $.export("$summary", `Invite sent successfully to new user ${this.firstName} ${this.lastName}`);
    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
Ramp	`ramp`	`app`	This component uses the Ramp app.
Email	`email`	`string`	The employee's email address
First Name	`firstName`	`string`	First name of the employee
Last Name	`lastName`	`string`	Last name of the employee
Role	`role`	`string`	Select a value from the drop down menu:`AUDITORBUSINESS_ADMINBUSINESS_BOOKKEEPERBUSINESS_OWNERBUSINESS_USERDEVELOPER_ADMINGUEST_USERIT_ADMINVENDOR_NETWORK_ADMIN`
Department ID	`departmentId`	`string`	Select a value from the drop down menu.
Direct Manager ID	`directManagerId`	`string`	Select a value from the drop down menu.
Location ID	`locationId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

transactions:readcards:readcards:writespend_programs:readspend_programs:writeusers:readusers:writelocations:readlocations:writelimits:readlimits:writedepartments:readdepartments:writebusiness:readreceipts:readtransfers:readvendors:readmerchants:readaccounting:readreceipts:write

About Ramp#

The Corporate Card That Helps You Spend Less

More Ways to Connect Ramp + Plaid#

Other Popular Integrations#

Issue Virtual Card with Ramp API on New Event (Instant) from Plaid API

Plaid + Ramp

Create User Invite with Ramp API on New Event (Instant) from Plaid API

Pipedream makes it easy to connect APIs for Ramp, Plaid and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,500+apps by most popular

1
-
24
of
2,500+
apps by most popular