← Plaid + MX Technologies integrations

Create User with MX Technologies API on Sync Updates Available (Instant) from Plaid API

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Sync Updates Available (Instant) from the Plaid API
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Create User with the MX Technologies API
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Getting Started

This integration creates a workflow with a Plaid trigger and MX Technologies 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 Sync Updates 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
  3. Configure the Create User action
    1. Connect your MX Technologies account
    2. Configure Email
    3. Optional- Configure ID
    4. Optional- Configure Is Disabled
    5. Optional- Configure Metadata
  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:Emit new event when there are new updates available for a connected account. [See the documentation](https://plaid.com/docs/api/webhooks/).
Version:0.0.1
Key:plaid-sync-updates-available-instant

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-sync-updates-available-instant",
  name: "Sync Updates Available (Instant)",
  description: "Emit new event when there are new updates available for a connected account. [See the documentation](https://plaid.com/docs/api/webhooks/).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    isEventRelevant(resource) {
      const webhookType = events.WEBHOOK_TYPE.TRANSACTIONS;
      const webhookCode = events.WEBHOOK_CODE[webhookType].SYNC_UPDATES_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.
LabelPropTypeDescription
PlaidappappThis component uses the Plaid app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.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.
Productsproductsstring[]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 ProductsrequiredIfSupportedProductsstring[]Select a value from the drop down menu:authidentityinvestmentsliabilitiestransactionssignalstatements
Optional ProductsoptionalProductsstring[]Select a value from the drop down menu:authidentityinvestmentsliabilitiessignalstatementstransactions
Additional Consented ProductsadditionalConsentedProductsstring[]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

Description:Creates a new user in the MX Technologies platform. [See the documentation](https://docs.mx.com/api-reference/platform-api/reference/create-user)
Version:0.0.1
Key:mx_technologies-create-user

MX Technologies Overview

The MX Technologies API provides a range of financial data solutions, enabling users to obtain insights into personal finances, conduct risk analysis, and offer personalized financial advice. Within Pipedream, you can harness the power of the MX API to automate financial data aggregation, customer profiling, and trigger custom workflows based on financial events or changes in user data.

Action Code

import mxTechnologies from "../../mx_technologies.app.mjs";

export default {
  key: "mx_technologies-create-user",
  name: "Create User",
  description: "Creates a new user in the MX Technologies platform. [See the documentation](https://docs.mx.com/api-reference/platform-api/reference/create-user)",
  version: "0.0.1",
  type: "action",
  props: {
    mxTechnologies,
    email: {
      type: "string",
      label: "Email",
      description: "The end user's email address.",
    },
    id: {
      type: "string",
      label: "ID",
      description: "A unique, partner-defined, enforced identifier for the **user**. This value must be URL-safe. The **id** field must only contain letters, numbers, and the dash and underscore characters.",
      optional: true,
    },
    isDisabled: {
      type: "boolean",
      label: "Is Disabled",
      description: "This indicates whether the user has been disabled. Defaults to **false**.",
      optional: true,
    },
    metadata: {
      propDefinition: [
        mxTechnologies,
        "metadata",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.mxTechnologies.createUser({
      $,
      data: {
        user: {
          email: this.email,
          id: this.id,
          is_disabled: this.isDisabled,
          metadata: this.metadata && JSON.stringify(this.metadata),
        },
      },
    });
    $.export("$summary", `Successfully created user with Id: ${response.user.guid}`);
    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
MX TechnologiesmxTechnologiesappThis component uses the MX Technologies app.
Emailemailstring

The end user's email address.

IDidstring

A unique, partner-defined, enforced identifier for the user. This value must be URL-safe. The id field must only contain letters, numbers, and the dash and underscore characters.

Is DisabledisDisabledboolean

This indicates whether the user has been disabled. Defaults to false.

Metadatametadataobject

Additional information you can store about this user. MX recommends using JSON-structured data.

Action Authentication

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

Sign in and copy your API Key and Client ID directly from your dashboard

About MX Technologies

MX is a fintech company that offers open banking, bank APIs, mobile banking, and more via modern connectivity and data enhancement.

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