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  1. App Directory
  2. Plaid
  3. Integrations
  4. Deskpro

Plaid + Deskpro Integrations

Syncing Plaid with Deskpro 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.

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Plaid Integrations
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 Deskpro

Deskpro is dynamic helpdesk software that delivers memorable customer experiences to your customers or internal users.

Deskpro Integrations
Connect Plaid + Deskpro in easier way

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

  • Triggers
  • New Item

    Triggers when a new item is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is created.

  • New Ticket

    Triggers when a new ticket is created.

  • New Ticket Reply

    Triggers when a ticket is answered.

  • Actions
  • Create payment recipient

    Create a new payment recipient

  • Add Message to Ticket

    Add a new note to an existing ticket.

  • Create Organization

    Create a new organization.

  • Create Person

    Creates a new person.

  • Create Ticket

    Creates a new ticket.

  • Update Ticket

    Update an existing ticket.

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How Plaid & Deskpro Integrations Work

  1. Step 1: Choose Plaid 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 Deskpro 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 Plaid to Deskpro.

    (2 minutes)

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

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Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm