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Plaid + Chatter Integrations

Syncing Plaid with Chatter 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.

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 Chatter

Chatter makes business processes social. Collaborate in real time, in context, from anywhere.

Chatter Integrations

Best Plaid and Chatter Integrations

  • Plaid Slack

    Chatter + Slack

    Send Slack notifications for new Chatter posts Read More...
    When this happens...
    Plaid New Post in Feed Trigger
     
    Then do this...
    Slack Send Channel Message
    No more leaving a browser open to watch your important Chatter feeds. Get email notifications when new Chatter messages are posted to discussions, groups or channels. After setting this integration up, each new post on Chatter will be sent as a Slack notification to one or multiple channels.
    A new post is made on Chatter
    • When a new charge is approved by ChargeBee
    • Appy Pie Connect automatically sends a message on Slack
    What You Need
    • Chatter account
    • Slack account
  • Plaid Trello

    Chatter + Trello

    Create cards on Trello for new Chatter posts Read More...
    When this happens...
    Plaid New Post in Feed Trigger
     
    Then do this...
    Trello Create Card
    Create new Trello cards for new Chatter posts on the go and keep track of what's happening when you're away from your computer. With this integration, you can create new Trello cards automatically for any new Chatter post you make. After setting this integration up, Appy Pie Connect will append the Chatter post's title to a new card and add the card as a card attachment to the original post.
    The Method of Action
    • When you create a new Chatter post with a certain topic
    • Appy Pie Connect creates a Trello card for you
    What You Need
    • Chatter account
    • Trello account
  • Plaid Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Plaid {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Plaid + Chatter in easier way

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

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Plaid & Chatter Integrations Work

  1. Step 1: Choose Plaid as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Plaid with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Chatter as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Chatter with Appy Pie Connect.

    (2 minutes)

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