← Plaid

Create Access Token with Plaid API

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Create Access Token with the Plaid API
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Getting Started

Create a workflow to Create Access Token with the Plaid API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Access Token action
    1. Connect your Plaid account
    2. Configure Public Token
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Access Token with Plaid API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Plaid
 
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Create Access Token with Plaid API on New Submission from Typeform API
Typeform + Plaid
 
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Create Access Token with Plaid API on New Submission (Instant) from Jotform API
Jotform + Plaid
 
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Create Access Token with Plaid API on New Scheduled Tasks from Pipedream API
Pipedream + Plaid
 
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Create Access Token with Plaid API on New Download Counts from npm API
npm + Plaid
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Access Token on Plaid
Description:Exchange a Link `public_token` for an API `access_token`. [See the documentation](https://plaid.com/docs/api/items/#itempublic_tokenexchange).
Version:0.0.1
Key:plaid-create-access-token

Code

import app from "../../plaid.app.mjs";

export default {
  key: "plaid-create-access-token",
  name: "Create Access Token",
  description: "Exchange a Link `public_token` for an API `access_token`. [See the documentation](https://plaid.com/docs/api/items/#itempublic_tokenexchange).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    publicToken: {
      propDefinition: [
        app,
        "publicToken",
      ],
    },
  },
  async run({ $ }) {
    const {
      app,
      publicToken,
    } = this;

    const response = await app.exchangePublicToken({
      public_token: publicToken,
    });

    $.export("$summary", "Successfully created access token for public token");

    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
PlaidappappThis component uses the Plaid app.
Public TokenpublicTokenstring

Your public_token, obtained from the Link onSuccess callback or Create Sandbox Public Token action component.

Authentication

Plaid uses API keys for authentication. When you connect your Plaid account, Pipedream securely stores the keys so you can easily authenticate to Plaid APIs in both code and no-code steps.

Find your client ID and client secret in your Plaid Keys settings and enter them below.

You develop Plaid apps in different environments. Please choose the environment below (you can change this at https://pipedream.com/accounts at any time).

About Plaid

Connect to users' bank accounts.

More Ways to Use Plaid

Triggers

New Accounts Available (Instant) from the Plaid API

Emit new event when there are new accounts available at the Financial Institution. See the documentation

 
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New Event (Instant) from the Plaid API

Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation

 
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Sync Updates Available (Instant) from the Plaid API

Emit new event when there are new updates available for a connected account. See the documentation

 
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Actions

Create Sandbox Public Token with the Plaid API

Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation

 
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Create User with the Plaid API

Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation

 
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Get Real-Time Balance with the Plaid API

Get the real-time balance for each of an Item's accounts. See the documentation

 
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Get Transactions with the Plaid API

Retrieves user-authorized transaction data for a specified date range. See the documentation

 
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