Plaid is a financial data platform that powers fintech and digital finance products. It allows consumers and businesses to interact with their bank accounts, check balances, and make payments.
Automatically send follow-up emails or content based on lead behavior.
Initiate the purchase process based on a finalized quote or customer intent.
Request and approve business travel, including estimated costs and itinerary.
Request stock replenishment or internal transfer of materials between departments.
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