Plaid + CloudTalk Integrations
Syncing Plaid with CloudTalk is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
20 Million work hours saved
Award Winning App Integration Platform
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.
About CloudTalk
CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
CloudTalk IntegrationsConnect Plaid + CloudTalk in easier way
It's easy to connect Plaid + CloudTalk without coding knowledge. Start creating your own business flow.
- Triggers
-
![]()
New ItemTriggers when a new item is created.
-
![]()
New CallTriggers when call is made via CloudTalk.
-
![]()
New ContactTriggers when a contact is created or updated in CloudTalk.
- Actions
-
![]()
Create payment recipientCreate a new payment recipient
-
![]()
Create ContactCreate a contact.
-
![]()
Update ContactUpdate an existing contact.
Compliance Certifications and Memberships
Highly rated by thousands of customers all over the world
We’ve been featured on
How Plaid & CloudTalk Integrations Work
-
Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick CloudTalk as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Plaid to CloudTalk.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.