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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 Integrations
Connect Plaid + Drift in easier way

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

  • Triggers
  • New Item

    Triggers when a new item is created.

  • New Message

    Triggers each time when a new message in a conversation is received.

  • Actions
  • Create payment recipient

    Create a new payment recipient

  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

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How Plaid & Drift 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 Drift 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 Drift.

    (2 minutes)

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

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm