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.
EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.EngageBay Integrations
It's easy to connect Plaid + EngageBay without coding knowledge. Start creating your own business flow.
Triggers when a new item is created.
Trigger when new company created.
Trigger when new contact created.
Trigger when a contact added to the specified list.
Trigger when new deal created.
Triggered every time a new form submission occurs.
Trigger when new product created.
Trigger when new task crreated.
Trigger when new ticket created.
Trigger when any company updated.
Trigger when any contact updated.
Trigger when any deal updated
Trigger when any task updated.
Create a new payment recipient
Adds a contact to a form in your account.
Adds a contact to a sequence.
Adds a new tag to a contact. A tag is a label for the identification of a contact.
Creates a new contact.
Creates a new deal.
Updates the contact based on the email address. Creates a new contact if one is not found.
Remove tag from a contact. A tag is a label for the identification of a contact.