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Integrate Plaid with EngageBay

Appy Pie Connect allows you to automate multiple workflows between Plaid and EngageBay

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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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations

Best ways to Integrate Plaid + EngageBay

  • Plaid Integration MailChimp Integration

    EngageBay + MailChimp

    Subscribe new EngageBay contacts to a Mailchimp list Read More...
    Close
    When this happens...
    Plaid Integration New Contact
     
    Then do this...
    MailChimp Integration Add/Update Subscriber
    Now, it's easier than ever to add new contacts from EngageBay Subscribers to your MailChimp list. Integrate your EngageBay with MailChimp and automatically add all your EngageBay to MailChimp mailing list. This EngageBay integration helps you collect valuable data from your customers to help you target your audience with effective marketing campaigns.
    How It Works
    • A new contact is added in EngageBay
    • Appy Pie Connect adds your contact to a Mailchimp list
    Apps Involved
    • EngageBay account
    • Mailchimp account
  • Plaid Integration Google Contacts Integration

    EngageBay + Google Contacts

    Add your EngageBay contacts to your Google Contacts Read More...
    Close
    When this happens...
    Plaid Integration New Contact
     
    Then do this...
    Google Contacts Integration Create or Update Contacts
    Do you manually update all your contacts lists with the same information? If you set up this Google Contacts-EngageBay integration, all new Google Contacts will be immediately sent to EngageBay, where contacts will be generated or updated if a match is discovered, saving you time, and preventing omissions.
    The Method of Action
    • A new contact is added to Google Contacts
    • Appy Pie Connect automatically add them to Google Contact
    Apps Involved
    • EngageBay account
    • Google Contacts
  • Plaid Integration Gmail Integration

    EngageBay + Gmail

    Create Draft to Gmail from New Contact in EngageBay Read More...
    Close
    When this happens...
    Plaid Integration New Contact
     
    Then do this...
    Gmail Integration Create Draft
  • Plaid Integration Gmail Integration

    EngageBay + Gmail

    Send Email in Gmail when New Contact is created in EngageBay Read More...
    Close
    When this happens...
    Plaid Integration New Contact
     
    Then do this...
    Gmail Integration Send Email
  • Plaid Integration Gmail Integration

    EngageBay + Gmail

    Create Label to Gmail from New Contact in EngageBay Read More...
    Close
    When this happens...
    Plaid Integration New Contact
     
    Then do this...
    Gmail Integration Create Label
  • Plaid Integration {{item.actionAppName}} Integration

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Plaid + EngageBay in easier way

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

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Plaid & EngageBay 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 EngageBay 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 EngageBay.

    (2 minutes)

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