EazyCode Documentation
Visit Our Website
  • ๐Ÿ“‘EazyCode Docs
  • ๐Ÿ“—FlutterFlow Templates
    • ๐ŸฌEz Booking
    • ๐Ÿ‘จโ€๐Ÿ’ปEz Job
  • ๐Ÿ“•Bubble Templates
    • ๐Ÿ“Ez AI Quiz Generator
    • ๐Ÿ‘ฉโ€โš•๏ธEz Mental Health Mobile
    • ๐Ÿ’ธEz Crypto Dashboard
    • ๐ŸกEz Real Estate CRM
    • ๐ŸššEz Delivery CRM
    • ๐Ÿ’ณEz Finance Dashboard
    • ๐Ÿ“ฑEz Marketplace Mobile
    • ๐ŸงฅEz AI Marketplace
    • ๐ŸŒEz Social Dashboard
    • ๐ŸกEz Smart House Dashboard
    • ๐Ÿ‘•Ez T-shirt Design Landing
    • ๐Ÿ‘ฉโ€๐ŸŽ“Ez Education Portal
    • ๐ŸจEz Hotel CRM
    • ๐Ÿ–ฅ๏ธEz Dashboard RTL
    • ๐Ÿ“—Ez Education Admin System CRM
    • ๐Ÿ–ฅ๏ธEz Store Admin Panel, CRM
    • ๐Ÿ’ถEz Accountant CRM
    • โ›‘๏ธEz Med CRM Appointment
    • ๐Ÿ–จ๏ธEz HR CRM Dashboard
    • ๐Ÿช™Ez Nft Dashboard
    • ๐ŸŒดEz Tours
    • โค๏ธEz Donations
    • ๐Ÿ“ˆEz Crypto IDO
    • ๐Ÿ“‡Ez Card Landing
    • ๐ŸงชEz Med Laboratory
    • ๐ŸคEz CRM Dashboard 2.0
    • ๐Ÿ’ปEz Freelance
    • ๐Ÿ“’Ez Base Multi Pages
    • ๐ŸŽซEz Tickets & Events
    • ๐Ÿ›๏ธEz Market Shop
    • ๐Ÿ“ธEz Photographer
    • ๐Ÿ’ปEz LinkedIn - Jobs Network
    • ๐Ÿ–ผ๏ธEz Crypto & NFT Market
    • ๐ŸงฉEz Multipurpose
    • ๐Ÿ›๏ธEz Marketplace Shop
    • ๐Ÿฝ๏ธEz Fast Food - Restaurant
    • ๐Ÿ–ฑ๏ธEz Task Manager Pro
    • ๐Ÿ“–Ez Quiz Generator
    • ๐Ÿ Ez Travel Shop
    • โ˜•Ez Buy Me a Coffee - Donations
    • ๐Ÿ“ฑEz Mobile App Pro
    • ๐ŸฉบEz Appointments - Telemedicine
    • ๐Ÿ’ฌEz Messages - Chat
    • ๐Ÿ“Ez Listings App
    • ๐ŸŽฎEz Game Dashboard
    • ๐Ÿ“šEz School - Learning & Booking
    • ๐Ÿ“ฆEz Relocation / Moving Company
    • ๐Ÿ“‹Ez Dashboard Pro
    • ๐Ÿ“ฑEz Socialgram like Instagram
    • ๐Ÿ› ๏ธEz Profi
    • ๐ŸŽฏEz Membership like Patreon
    • ๐ŸขEz Rent - Real Estate
    • ๐Ÿ“–Ez Courses
    • ๐ŸฌEz Real Estate
    • ๐Ÿš˜Ez Car Dealer
    • ๐ŸจEz Hotels and Home Booking
    • โš™๏ธEz Crowdfunding & Fundraising
    • ๐Ÿ“ฐEz Journal - Blog Template
    • ๐Ÿ’ตEz Job Board
    • ๐Ÿ›’Ez Marketplace Pro - Shop
    • ๐ŸฆทEz Doc - Appointments Book
    • ๐Ÿ‹๏ธEz Fitness Club Template
    • ๐Ÿช™Ez Crypto Coin Landing
    • ๐Ÿ’ตEz Ecommerce CRM
    • โœˆ๏ธEz Travel Marketplace
    • ๐ŸEz Food Delivery App
    • ๐Ÿ“ˆEz Dashboard + OpenAI
    • ๐Ÿ—’๏ธEz Task Manager V2.0
    • ๐Ÿ›๏ธEz Marketplace - Shop v3.0
    • ๐Ÿ›ซEz Traveler
    • ๐Ÿ“‡Ez Starter - Landing Page
    • ๐Ÿ“ฒEz Mobile PWA
  • ๐Ÿ”ŒBubble Plugins
    • ๐Ÿ’ณEz Plaid Connect & ACH Transfers
    • ๐Ÿ“–Ez Organization Chart
    • ๐Ÿ—„๏ธEz Google AI
    • โœจEz Particles
    • โŒจ๏ธEz OCR
    • ๐Ÿ“ฒEz ScreenShot
    • ๐Ÿ”ŽEz WebTour
    • โš™๏ธEz Phosphor Icons
    • ๐ŸEz Progress/Countdown Time Bar
    • โณEz Simple Timer
    • ๐Ÿ”Ez MINUT
    • ๐Ÿ“…Ez ICS File Generator (Calendar)
    • ๐Ÿ”‘Ez Nuki
Powered by GitBook
On this page
  • ๐Ÿ”—Links
  • Introduction
  • Instruction

Was this helpful?

  1. Bubble Plugins

Ez Plaid Connect & ACH Transfers

PreviousBubble PluginsNextEz Organization Chart

Last updated 9 months ago

Was this helpful?

๐Ÿ”—Links


Introduction

Plaid is a financial technology company that provides a platform for connecting financial accounts with various applications and services. It acts as an intermediary between consumers, banks, and fintech apps, allowing users to securely link their bank accounts, credit cards, and other financial accounts to these apps. The Plaid platform provides developers with tools and APIs to access and work with financial data, enabling features such as account verification, balance checking, transaction history access, and more.

This allows fintech apps to offer a range of services like budgeting tools, investment advice, loan applications, and payment options, all while keeping data secure and compliant with regulations.


Instruction

Below is a step-by-step instruction for setting up the plugin, written using the example of our template.

  1. Install the plugin.

  1. There are 3 types of environments in the Plaid ecosystem. Sandbox, development, production. To get started, we recommend choosing Sandbox and trying to integrate this test environment. Each call has a required parameter to fill in. It can be dynamic depending on your conditions.

  1. The last step in the dashboard panel of the Plaid, you need to type "redirect URL" of your application. In our case, we want the user to return to the dashboard page after authorization. 2 links for the test and live version.

  1. You are ready to start integration. The first step is to create a link token using the "Get Link Token" plugin API data call, filling in the fields of the main settings of your application. In the following example, we immediately write "link_loken" in the current user field. In the Call Data parameters, we specify the user ID, Application Name, and a link to the created Endpoint (Backend Workflow) for the subsequent configuration of the webhook and our specified redirect URI.

  1. Next, you need to install the plugin element (Windows Auth) in your App. It is required to specify our saved link token for authorization to work. In the preview, with the correct link token, you will have the opportunity to select a bank to connect to. For test mode, we recommend using "Chase"

  1. After passing the authorization stage, you are returned to the "redirect uri" that you entered earlier in Plaid Dash. The link will contain the oauth_state_id parameter, which you will accept on the BUBBLE side when the page is loaded. You create a workflow and the first step is to set the plugin action - Handle Public Key.

  1. Next step, install the Plugin Event upon successful generation of the Public Key.

  1. Inside the event, your first action is to exchange your public key for the main "access token" using the Public Token Exchange API call.

  1. In response to your call, the next step you can use is an "access token". In our example, we write it to the current user field.

  1. Using this token, you can get permission to conduct subsequent ACH transactions or use this token in conjunction with other Plaid BUBBLE plugins.

To get data about the current account and available payment methods, use the plugin call - "Get Account Info"


Hire us:

For each call in the plugin, two keys are required: the client ID and the secret key. They are repeated in every call. You can get these keys for free by registering at this link:

You need to get keys in your dashboard:

Feel free to contact us for any inquiries and weโ€™ll be happy to find a solution for your ideas โ€“

Follow us:

https://dashboard.plaid.com/signup
https://dashboard.plaid.com/developers/keys
http://eazycode.com/
๐Ÿ”Œ
๐Ÿ’ณ
Plugin Link
Plugin Link on Bubble Marketplace
Plugin Link on Our Website
Demo Link
Ez Finance Dashboard
Ez Plaid Connect & ACH Transfers
https://www.fiverr.com/share/qQoDQZ
https://www.upwork.com/freelancers/~01c1a4cbef44ecb5f1
https://www.facebook.com/eazycode
https://twitter.com/ezcode_official
https://www.instagram.com/eazycodecom/
https://www.linkedin.com/company/eazycodecom/
Page cover image