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Integrate Plaid with Freshservice

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

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  • Lightning Fast Setup
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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 Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

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Best ways to Integrate Plaid + Freshservice

  • Plaid Integration Gmail Integration

    Freshservice + Gmail

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

    Freshservice + Gmail

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

    Freshservice + Gmail

    Create Label to Gmail from New User in Freshservice Read More...
    Close
    When this happens...
    Plaid Integration New User
     
    Then do this...
    Gmail Integration Create Label
  • Plaid Integration Google Sheets Integration

    Freshservice + Google Sheets

    Create Spreadsheet Row to Google Sheets from New User in Freshservice Read More...
    Close
    When this happens...
    Plaid Integration New User
     
    Then do this...
    Google Sheets Integration Create Spreadsheet Row
  • Plaid Integration Google Sheets Integration

    Freshservice + Google Sheets

    Update Spreadsheet Row in Google Sheets when New User is created in Freshservice Read More...
    Close
    When this happens...
    Plaid Integration New User
     
    Then do this...
    Google Sheets Integration Update Spreadsheet Row
  • 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 + Freshservice in easier way

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

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is updated.

    Actions
  • Create payment recipient

    Create a new payment recipient

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

How Plaid & Freshservice 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 Freshservice 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 Freshservice.

    (2 minutes)

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