Easily integrate your user's bank accounts into your application with a secure, streamlined experience powered by Plaid. Extract transactions and details. Great for financial applications, transaction tracking and more!
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1. Create a Plaid account
2. Set the keys inside of the Plugins tab
3. Add the 'Plaid Link' element to your page
4. Generate a Link Token using the Create Link Token action
4. Use the generated Link Token in the 'Get bank account' action in Element Actions to start the linking process
5. Extract information from the Plaid Link element's states
Note: any fields with '(body)' or '(header)' appended are for API calls!
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Integrate Plaid (62 minutes)
https://withcopilot.com/content?course=Integrate%20PlaidDid you know? We produce courses to make it easy to see a step-by-step installation process, fundamental workflows, common use cases and best practices. Courses help support continued development of this plugin and save Bubblers a ton of time.
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Submit a bug report at
https://withcopilot.com/contact so we can investigate! If we find the reported issue is likely an implementation flaw and not a bug, we'll recommend booking a Session with us.
Note: Posting on community resources such as the Forums is πππ the way to communicate bugs to us or to get them resolved!
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Open-source plugins like this one are served under an MIT License. Plugin authors don't owe users any support, guarantees, or assistance and are void of any liability. See
https://en.wikipedia.org/wiki/MIT_Licenseπ π₯ππ¦π’π¨π₯πππ¦
Plaid Documentation
https://plaid.com/docs1-on-1, on-demand assistance
https://withcopilot.com/sessions