Plaid + Drift Integrations
Syncing Plaid with Drift 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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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 Drift
Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.
Drift IntegrationsConnect Plaid + Drift in easier way
It's easy to connect Plaid + Drift without coding knowledge. Start creating your own business flow.
- Triggers
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New ItemTriggers when a new item is created.
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New MessageTriggers each time when a new message in a conversation is received.
- Actions
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Create payment recipientCreate a new payment recipient
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Create or Update Contact From ExternalCreate or update a contact.
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Update Known ContactUpdates an existing contact.
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How Plaid & Drift Integrations Work
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Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Drift as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Plaid to Drift.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.