← Plaid + Stripe integrations

Update a Customer with Stripe API on New Accounts Available (Instant) from Plaid API

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New Accounts Available (Instant) from the Plaid API
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Update a Customer with the Stripe API
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Getting Started

This integration creates a workflow with a Plaid trigger and Stripe 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 Accounts 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 Update a Customer action
    1. Connect your Stripe account
    2. Select a Customer ID
    3. Optional- Configure Name
    4. Optional- Configure Email
    5. Optional- Configure Phone
    6. Optional- Configure Description
    7. Optional- Configure Address - City
    8. Optional- Configure Address - Country
    9. Optional- Configure Address - Line 1
    10. Optional- Configure Shipping - Address - Line 2
    11. Optional- Configure Address - Postal Code
    12. Optional- Configure Shipping - Address - State
    13. 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 accounts available at the Financial Institution. [See the documentation](https://plaid.com/docs/api/webhooks/).
Version:0.0.1
Key:plaid-new-accounts-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-new-accounts-available-instant",
  name: "New Accounts Available (Instant)",
  description: "Emit new event when there are new accounts available at the Financial Institution. [See the documentation](https://plaid.com/docs/api/webhooks/).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    isEventRelevant(resource) {
      const webhookType = events.WEBHOOK_TYPE.ITEM;
      const webhookCode = events.WEBHOOK_CODE[webhookType].NEW_ACCOUNTS_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:Update a customer. [See the documentation](https://stripe.com/docs/api/customers/update).
Version:0.1.2
Key:stripe-update-customer

Stripe Overview

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Action Code

import utils from "../../common/utils.mjs";
import app from "../../stripe.app.mjs";

export default {
  key: "stripe-update-customer",
  name: "Update a Customer",
  type: "action",
  version: "0.1.2",
  description: "Update a customer. [See the documentation](https://stripe.com/docs/api/customers/update).",
  props: {
    app,
    customer: {
      propDefinition: [
        app,
        "customer",
      ],
      optional: false,
    },
    name: {
      description: "The customer's full name or business name.",
      propDefinition: [
        app,
        "name",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    description: {
      propDefinition: [
        app,
        "description",
      ],
    },
    addressCity: {
      propDefinition: [
        app,
        "addressCity",
      ],
    },
    addressCountry: {
      propDefinition: [
        app,
        "addressCountry",
      ],
    },
    addressLine1: {
      propDefinition: [
        app,
        "addressLine1",
      ],
    },
    addressLine2: {
      propDefinition: [
        app,
        "addressLine2",
      ],
    },
    addressPostalCode: {
      propDefinition: [
        app,
        "addressPostalCode",
      ],
    },
    addressState: {
      propDefinition: [
        app,
        "addressState",
      ],
    },
    metadata: {
      propDefinition: [
        app,
        "metadata",
      ],
    },
  },
  methods: {
    getOtherParams() {
      const {
        addressCity,
        addressCountry,
        addressLine1,
        addressLine2,
        addressPostalCode,
        addressState,
      } = this;

      const hasAddressData = addressCity
        || addressCountry
        || addressLine1
        || addressLine2
        || addressPostalCode
        || addressState;

      return {
        ...(hasAddressData && {
          address: {
            city: addressCity,
            country: addressCountry,
            line1: addressLine1,
            line2: addressLine2,
            postal_code: addressPostalCode,
            state: addressState,
          },
        }),
      };
    },
  },
  async run({ $ }) {
    const {
      app,
      customer,
      name,
      email,
      phone,
      description,
      metadata,
      getOtherParams,
    } = this;

    const resp = await app.sdk().customers.update(customer, {
      name,
      email,
      phone,
      description,
      metadata: utils.parseJson(metadata),
      ...getOtherParams(),
    });
    $.export("$summary", `Successfully updated the customer, \`${resp.id}\`.`);
    return resp;
  },
};

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
StripeappappThis component uses the Stripe app.
Customer IDcustomerstringSelect a value from the drop down menu.
Namenamestring

The customer's full name or business name.

Emailemailstring

Customer's email address. It's displayed alongside the customer in your dashboard and can be useful for searching and tracking. This may be up to 512 characters.

Phonephonestring

The customer's phone number. This field is required when creating a new customer. If you do not provide a phone number, the customer will be created with the phone number of the connected account.

Descriptiondescriptionstring

An arbitrary string that you can attach to a the object eg. customer, invoice, etc.

Address - CityaddressCitystring

City, district, suburb, town, or village.

Address - CountryaddressCountrystring

Two-letter country code (ISO 3166-1 alpha-2).

Address - Line 1addressLine1string

Address line 1 (e.g., street, PO Box, or company name).

Shipping - Address - Line 2addressLine2string

Address line 2 (e.g., apartment, suite, unit, or building).

Address - Postal CodeaddressPostalCodestring

ZIP or postal code.

Shipping - Address - StateaddressStatestring

State, county, province, or region.

Metadatametadataobject

Set of key-value pairs that you can attach to an object. This can be useful for storing additional information about the object in a structured format. Individual keys can be unset by posting an empty value to them. All keys can be unset by posting an empty value to metadata.

Action Authentication

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

About Stripe

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

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