Plaid

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

What you need

How to set up

Navigate to the Feathery form where you want to embed Plaid. Click on the Connect 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. E.g. if you're just testing your integration, you can use Sandbox or Development. Change to Production when you're ready to start collecting data for real.

Specify which Plaid data you would like to collect and which hidden fields they should be stored in. If you leave a hidden 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.

Publish your form to start collecting Plaid financial data.

Available Plaid Data

  • Bank Name: the name that the bank assigns to the selected account. This will contain the institution's name, and some information about the account type.
  • Bank Account Name: the name that the user assigned to the selected account.
  • Bank Account Address: the contact address(es) associated with the selected account
  • Account Transaction History: the transactions from the last 6 months for the selected account
  • Bank Account Balance: the currently available balance of the selected account.
  • ACH Account Number: the account number of the selected account.
  • ACH Account Routing Number: the ACH routing number associated with the selected account number.
  • Access Token: a token to call Plaid endpoints. This can be used to get additional user data.
  • Item Id: a Plaid id for the initial user link event.

All data pulled 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. In order to help you decide which Plaid products are right for you, we've listed below the data we can pull from each product. You can use a combination of products or just one, but 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.

Assets Product:
Bank Account Balance, Account Transactions, Bank Name, Bank Account Name, and Bank Account Address

Identity Product:
Bank Name, Bank Account Name, and Bank Account Address

Auth Product: ACH Account Number and ACH Routing Number

Balance Product:
Bank Account Balance

Transactions Product:
Account Transactions

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.

Example: Send Plaid Data via Zapier

If you'd like to send the Plaid data you've collected to another system, you can do so with Zapier:

Activate the Plaid integration:

Fill Plaid connect form

Set up the button to trigger Plaid for users on your form:

Set Plaid trigger

Activate the Zapier integration:

Connect to Zapier

Set up a Zap. Authenticate using the API key under your global Feathery settings.

Start Zapier setup

Fill out your form with Plaid data to test of the Zap trigger. You can use the username user_good and password pass_good with any institution to get fake Plaid data in Sandbox.

Plaid frontend

Verify that Zapier is receiving the Plaid data and you've connected your Zap correctly.

Test Zap trigger

Send your data using your Zap and activate it!

Set up Zap

Example: Form Step Routing via Plaid Data

If you'd like to conditionally route your user to different form steps using Plaid data you've collected, here's how:

Activate the Plaid integration. (Make note of which hidden fields you store your Plaid data into)

Fill Plaid connect form

Set up the button to trigger Plaid for users on your form.

Set Plaid trigger

Set up your step navigation rule using the Plaid hidden field(s) and publish!

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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