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Chatter + Plaid Integrations

Appy Pie Connect allows you to automate multiple workflows between Chatter and Plaid

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Chatter + Plaid

  • Chatter Slack

    Chatter + Slack

    Send Slack notifications for new Chatter posts Read More...
    Close
    When this happens...
    Chatter New Post in Feed Trigger
     
    Then do this...
    Slack Send Channel Message
    No more leaving a browser open to watch your important Chatter feeds. Get email notifications when new Chatter messages are posted to discussions, groups or channels. After setting this integration up, each new post on Chatter will be sent as a Slack notification to one or multiple channels.
    A new post is made on Chatter
    • When a new charge is approved by ChargeBee
    • Appy Pie Connect automatically sends a message on Slack
    What You Need
    • Chatter account
    • Slack account
  • Chatter Trello

    Chatter + Trello

    Create cards on Trello for new Chatter posts Read More...
    Close
    When this happens...
    Chatter New Post in Feed Trigger
     
    Then do this...
    Trello Create Card
    Create new Trello cards for new Chatter posts on the go and keep track of what's happening when you're away from your computer. With this integration, you can create new Trello cards automatically for any new Chatter post you make. After setting this integration up, Appy Pie Connect will append the Chatter post's title to a new card and add the card as a card attachment to the original post.
    The Method of Action
    • When you create a new Chatter post with a certain topic
    • Appy Pie Connect creates a Trello card for you
    What You Need
    • Chatter account
    • Trello account
  • Chatter Gmail

    Chatter + Gmail

    Create Draft to Gmail from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter New Topic
     
    Then do this...
    Gmail Create Draft
  • Chatter Gmail

    Chatter + Gmail

    Send Email in Gmail when New Topic is created in Chatter Read More...
    Close
    When this happens...
    Chatter New Topic
     
    Then do this...
    Gmail Send Email
  • Chatter Gmail

    Chatter + Gmail

    Create Label to Gmail from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter New Topic
     
    Then do this...
    Gmail Create Label
  • Chatter {{item.actionAppName}}

    Chatter + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Chatter + Plaid in easier way

It's easy to connect Chatter + Plaid without coding knowledge. Start creating your own business flow.

    Triggers
  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • New Item

    Triggers when a new item is created.

    Actions
  • New Post in Feed Action

    Create a new post in your Chatter feed.

  • Create payment recipient

    Create a new payment recipient

How Chatter & Plaid Integrations Work

  1. Step 1: Choose Chatter as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Plaid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Chatter to Plaid.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.