Plaid

Embed Plaid in your forms to collect financial information automatically from your users' bank accounts.

What you need

Integration Details

All user data pulled from Plaid will correspond to the same account. If the user has not selected a specific account for their institution (i.e. Account Select has not been enabled), we will use the first account returned by Plaid.

User financial data is provided by Plaid across multiple endpoints and products. You can mix-and-match the data that you need, and we won't pull from any Plaid products that you choose not to collect data from. Note that we can only pull data from products you're signed up for with Plaid, and some products may not be available in the Plaid Sandbox or Development Environments.

How to set up

Navigate to the Feathery form where you want to embed Plaid. Click on the Integrations tab.

Open the Plaid integration, turn it on, and fill out the template with your API Client ID, API Secret, and the Plaid environment they belong to. For example, if you're just testing your integration, you can use Sandbox or Development. Change to Production when you're ready to start collecting real user data.

Specify which Plaid data you would like to collect and which fields they should be stored in. If you leave a field blank, that piece of data will not be collected from the user.

Click Save.

Go to your form builder and add a button to a step.

Set the Click Action on the button to Trigger Plaid Flow, which will take your users through the Plaid flow when they click the button. You can optionally trigger the access token update flow or enable the Liabilities product, which allows access to credit cards.

Publish your form to start collecting Plaid financial data.

For Developers

After the user has linked their Plaid account and submitted that step, their Plaid field information will be available in context.submitFields of the onSubmit callback.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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