💳Ez Plaid Connect & ACH Transfers

🔗Links

Plugin Link

Plugin Link on Bubble Marketplace

Plugin Link on Our Website

Demo Link

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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.

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Instruction

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

1. Install the Ez Plaid Connect & ACH Transfers plugin.

1. 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: https://dashboard.plaid.com/signup

1. You need to get keys in your dashboard: https://dashboard.plaid.com/developers/keys

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"

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