Get Transactions with Plaid API on New Task Created from Taskade API

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Trigger workflow on

New Task Created from the Taskade API

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Get Transactions with the Plaid API

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Getting Started#

This integration creates a workflow with a Taskade 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 Task Created trigger
1. Connect your Taskade account
2. Configure timer
3. Select a Project ID
Configure the Get Transactions action
1. Connect your Plaid account
2. Configure Access Token
3. Configure Start Date
4. Configure End Date
5. Optional- Select one or more Account IDs
6. Optional- Configure Include Original Description
7. Optional- Configure Days Requested
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 Task Created on Taskade

Description:Emit new event when a new task is created in Taskade

Version:0.0.1

Key:taskade-new-task-created

View on GitHub

Taskade Overview#

Taskade is a unified workspace app designed to help teams manage tasks, write notes, and video chat within the same platform. With the Taskade API on Pipedream, you can automate workflows, synchronize tasks across various platforms, and streamline communications. This API enables you to programmatically manage tasks, projects, and their associated details, which can be integrated with hundreds of other apps available on Pipedream to create dynamic, custom workflows tailored to your team's needs.

Trigger Code#

import taskade from "../../taskade.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import sampleEmit from "./test-event.mjs";

export default {
  key: "taskade-new-task-created",
  name: "New Task Created",
  description: "Emit new event when a new task is created in Taskade",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    taskade,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    projectId: {
      propDefinition: [
        taskade,
        "projectId",
      ],
    },
  },
  hooks: {
    async deploy() {
      await this.processEvent(25);
    },
  },
  methods: {
    _getPreviousIds() {
      return this.db.get("previousIds") || {};
    },
    _setPreviousIds(previousIds) {
      this.db.set("previousIds", previousIds);
    },
    emitEvent(task) {
      const meta = this.generateMeta(task);
      this.$emit(task, meta);
    },
    generateMeta(task) {
      return {
        id: task.id,
        summary: `New Task ID: ${task.id}`,
        ts: Date.now(),
      };
    },
    async processEvent(max) {
      const tasks = [];
      const items = this.taskade.paginate({
        resourceFn: this.taskade.listTasks,
        args: {
          projectId: this.projectId,
        },
        resourceType: "items",
      });
      for await (const item of items) {
        tasks.push(item);
      }
      let previousIds = this._getPreviousIds();
      let newTasks = tasks.filter(({ id }) => !previousIds[id]);
      newTasks.forEach(({ id }) => previousIds[id] = true);
      this._setPreviousIds(previousIds);
      newTasks = max
        ? newTasks.slice(0, max)
        : newTasks;
      newTasks.forEach((task) => this.emitEvent(task));
    },
  },
  async run() {
    await this.processEvent();
  },
  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
Taskade	`taskade`	`app`	This component uses the Taskade app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Project ID	`projectId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About Taskade#

10X productivity with Taskade AI — automate 700+ tasks, generate dynamic workflows, brainstorm in mind maps, and chat with AI in every project and workspace.

Action#

Get Transactions on Plaid

Description:Retrieves user-authorized transaction data for a specified date range. [See the documentation](https://plaid.com/docs/api/products/transactions/#transactionsget)

Version:0.0.1

Key:plaid-get-transactions

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";

export default {
  key: "plaid-get-transactions",
  name: "Get Transactions",
  description: "Retrieves user-authorized transaction data for a specified date range. [See the documentation](https://plaid.com/docs/api/products/transactions/#transactionsget)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    accessToken: {
      propDefinition: [
        app,
        "accessToken",
      ],
    },
    startDate: {
      propDefinition: [
        app,
        "startDate",
      ],
    },
    endDate: {
      propDefinition: [
        app,
        "endDate",
      ],
    },
    accountIds: {
      type: "string[]",
      label: "Account IDs",
      description: "A list of `account_ids` to retrieve for the Item. Note: An error will be returned if a provided `account_id` is not associated with the Item.",
      propDefinition: [
        app,
        "accountId",
        ({ accessToken }) => ({
          accessToken,
        }),
      ],
    },
    includeOriginalDescription: {
      type: "boolean",
      label: "Include Original Description",
      description: "Include the raw unparsed transaction description from the financial institution.",
      default: false,
      optional: true,
    },
    daysRequested: {
      type: "integer",
      label: "Days Requested",
      description: "Number of days of transaction history to request from the financial institution. Only applies when Transactions product hasn't been initialized. Min: 1, Max: 730, Default: 90.",
      min: 1,
      max: 730,
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      app,
      accessToken,
      startDate,
      endDate,
      accountIds,
      includeOriginalDescription,
      daysRequested,
    } = this;

    const options = {};

    if (accountIds?.length) {
      options.account_ids = accountIds;
    }

    if (includeOriginalDescription !== undefined) {
      options.include_original_description = includeOriginalDescription;
    }

    if (daysRequested) {
      options.days_requested = daysRequested;
    }

    const transactions = await app.paginate({
      resourcesFn: app.getTransactions,
      resourcesFnArgs: {
        access_token: accessToken,
        start_date: startDate,
        end_date: endDate,
        ...(Object.keys(options).length > 0 && {
          options,
        }),
      },
      resourceName: "transactions",
    });

    const transactionCount = transactions?.length || 0;
    $.export("$summary", `Successfully retrieved ${transactionCount} transactions from ${startDate} to ${endDate}`);

    return transactions;
  },
};

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.
Access Token	`accessToken`	`string`	The access token associated with the Item data is being requested for.
Start Date	`startDate`	`string`	The earliest date for which to fetch transaction data. Dates should be formatted as `YYYY-MM-DD`.
End Date	`endDate`	`string`	The latest date for which to fetch transaction data. Dates should be formatted as `YYYY-MM-DD`.
Account IDs	`accountIds`	`string[]`	Select a value from the drop down menu.
Include Original Description	`includeOriginalDescription`	`boolean`	Include the raw unparsed transaction description from the financial institution.
Days Requested	`daysRequested`	`integer`	Number of days of transaction history to request from the financial institution. Only applies when Transactions product hasn't been initialized. Min: 1, Max: 730, Default: 90.

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).