← Microsoft Outlook + Plaid integrations

Create User with Plaid API on New Email Event (Instant) from Microsoft Outlook API

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New Email Event (Instant) from the Microsoft Outlook API
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Create User with the Plaid API
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Getting Started

This integration creates a workflow with a Microsoft Outlook 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 Email Event (Instant) trigger
    1. Connect your Microsoft Outlook account
    2. Configure Webhook renewal timer
    3. Optional- Select one or more Folder IDs to Monitor
  3. Configure the Create User action
    1. Connect your Plaid account
    2. Configure Client User ID
    3. Optional- Configure Include Consumer Report User Identity
  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 an email is received in specified folders.
Version:0.1.7
Key:microsoft_outlook-new-email

Microsoft Outlook Overview

The Microsoft Outlook API on Pipedream allows you to automate email-related tasks, manage calendars, and handle contacts effortlessly. With the API, you can trigger workflows on new emails, send emails programmatically, and synchronize calendars across platforms, among other functions. Pipedream's serverless platform facilitates the connection between Outlook and a myriad of other apps for efficient automation workflows.

Trigger Code

import md5 from "md5";
import common from "../common/common-new-email.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "microsoft_outlook-new-email",
  name: "New Email Event (Instant)",
  description: "Emit new event when an email is received in specified folders.",
  version: "0.1.7",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getSampleEvents({ pageSize }) {
      const folders = this.folderIds?.length
        ? this.folderIds.map((id) => `/me/mailFolders/${id}/messages`)
        : [
          "/me/messages",
        ];

      const results = [];
      for (const folder of folders) {
        const { value: messages } = await this.microsoftOutlook.listMessages({
          resource: folder,
          params: {
            $top: pageSize,
            $orderby: "createdDateTime desc",
          },
        });
        results.push(...messages);
      }
      return results;
    },
    emitEvent(item) {
      if (this.isRelevant(item)) {
        this.$emit(
          {
            email: item,
          },
          this.generateMeta(item),
        );
      }
    },
    generateMeta(item) {
      return {
        id: md5(item.id), // id > 64 characters, so dedupe on hash of id
        summary: `New email (ID:${item.id})`,
        ts: Date.parse(item.createdDateTime),
      };
    },
  },
  async run(event) {
    const folders = this.folderIds?.length
      ? this.folderIds.map((id) => `/me/mailFolders/${id}/messages`)
      : [
        "/me/messages",
      ];

    for (const folder of folders) {
      await this.run({
        event,
        emitFn: async ({ resourceId } = {}) => {
          try {
            const item = await this.microsoftOutlook.getMessage({
              resource: folder,
              messageId: resourceId,
            });
            if (item.hasAttachments) {
              const attachments = await this.getMessageAttachments(item);
              item.attachments = attachments;
            }
            this.emitEvent(item);
          } catch {
            console.log(`Could not fetch message with ID: ${resourceId}`);
          }
        },
      });
    }
  },
  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
Microsoft OutlookmicrosoftOutlookappThis component uses the Microsoft Outlook app.
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 $.service.db to maintain state between executions.
Webhook renewal timertimer$.interface.timer

Graph API expires Outlook notifications in 3 days, we auto-renew them in 2 days, see

Folder IDs to MonitorfolderIdsstring[]Select a value from the drop down menu.

Trigger Authentication

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

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

User.Reademailoffline_accessopenidprofileMail.ReadWriteMail.SendMailboxSettings.ReadWriteIMAP.AccessAsUser.AllPOP.AccessAsUser.AllSMTP.SendCalendars.ReadWriteContacts.ReadWriteUser.ReadBasic.All

About Microsoft Outlook

Microsoft Outlook lets you bring all your email accounts and calendars in one convenient spot.

Action

Description:Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. [See the documentation](https://plaid.com/docs/api/users/#usercreate).
Version:0.0.2
Key:plaid-create-user

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";

export default {
  key: "plaid-create-user",
  name: "Create User",
  description: "Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. [See the documentation](https://plaid.com/docs/api/users/#usercreate).",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    app,
    clientUserId: {
      type: "string",
      label: "Client User ID",
      description: "A unique ID representing the end user. Maximum of 128 characters. Typically this will be a user ID number from your application. Personally identifiable information, such as an email address or phone number, should not be used in the client_user_id.",
      optional: false,
    },
    includeConsumerReportUserIdentity: {
      type: "boolean",
      label: "Include Consumer Report User Identity",
      description: "Whether to include the consumer report user identity. This is required for all Plaid Check customers.",
      optional: true,
      reloadProps: true,
    },
  },
  additionalProps() {
    if (!this.includeConsumerReportUserIdentity) {
      return {};
    }

    return {
      firstName: {
        type: "string",
        label: "First Name",
        description: "The user's first name",
      },
      lastName: {
        type: "string",
        label: "Last Name",
        description: "The user's last name",
      },
      phoneNumbers: {
        type: "string[]",
        label: "Phone Numbers",
        description: "The user's phone number, in E.164 format: +{countrycode}{number}. For example: `+14157452130`. Phone numbers provided in other formats will be parsed on a best-effort basis. Phone number input is validated against valid number ranges; number strings that do not match a real-world phone numbering scheme may cause the request to fail, even in the Sandbox test environment.",
      },
      emails: {
        type: "string[]",
        label: "Emails",
        description: "The user's emails",
      },
      ssnLast4: {
        type: "string",
        label: "SSN Last 4",
        description: "The last 4 digits of the user's social security number.",
        optional: true,
      },
      dateOfBirth: {
        type: "string",
        label: "Date of Birth",
        description: "To be provided in the format `yyyy-mm-dd`. This field is required for all Plaid Check customers.",
      },
      primaryAddressCity: {
        type: "string",
        label: "City",
        description: "The full city name for the primary address",
      },
      primaryAddressRegion: {
        type: "string",
        label: "Region/State",
        description: "The region or state. Example: `NC`",
      },
      primaryAddressStreet: {
        type: "string",
        label: "Street",
        description: "The full street address. Example: `564 Main Street, APT 15`",
      },
      primaryAddressPostalCode: {
        type: "string",
        label: "Postal Code",
        description: "The postal code",
      },
      primaryAddressCountry: {
        type: "string",
        label: "Country",
        description: "The ISO 3166-1 alpha-2 country code",
      },
    };
  },
  async run({ $ }) {
    const {
      app,
      clientUserId,
      includeConsumerReportUserIdentity,
      firstName,
      lastName,
      phoneNumbers,
      emails,
      ssnLast4,
      dateOfBirth,
      primaryAddressCity,
      primaryAddressRegion,
      primaryAddressStreet,
      primaryAddressPostalCode,
      primaryAddressCountry,
    } = this;

    const response = await app.createUser({
      client_user_id: clientUserId,
      ...(includeConsumerReportUserIdentity
        ? {
          consumer_report_user_identity: {
            first_name: firstName,
            last_name: lastName,
            phone_numbers: phoneNumbers,
            emails: emails,
            date_of_birth: dateOfBirth,
            ssn_last_4: ssnLast4,
            primary_address: {
              city: primaryAddressCity,
              region: primaryAddressRegion,
              street: primaryAddressStreet,
              postal_code: primaryAddressPostalCode,
              country: primaryAddressCountry,
            },
          },
        }
        : {}
      ),
    });

    $.export("$summary", `Successfully created user with ID \`${response.user_id}\`.`);

    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.
Client User IDclientUserIdstring

A unique ID representing the end user. Maximum of 128 characters. Typically this will be a user ID number from your application. Personally identifiable information, such as an email address or phone number, should not be used in the client_user_id.

Include Consumer Report User IdentityincludeConsumerReportUserIdentityboolean

Whether to include the consumer report user identity. This is required for all Plaid Check customers.

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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