How do I connect Plaid to Lodol?

Authenticate Plaid once from your workspace and every action and trigger it supports becomes available to drop into a workflow. There is no glue code to write or maintain.

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Plaid

Accounting & Finance

Connect your bank, credit cards and investment accounts through Plaid. Read balances and transactions into your workflows, get account and routing numbers, check who owns an account, and track investments, loans and credit card payments.

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12 actions

Actions

Steps your workflow can run in Plaid.

List accountsList the connected bank's accounts (checking, savings, credit cards, loans, investments) with their balances as the bank last reported them.

Get an account's live balanceAsk the bank for one account's balance right now, such as to check there is enough money before paying a bill.

Find transactionsGet the transactions between two dates, filtered by account, category, or money in or out. Amounts read like a bank statement, and each comes with a merchant and a category such as 'Food and drink'.

Get new transactionsGet the transactions added, changed or removed since the last run, using a checkpoint the step hands back, so a workflow never misses or repeats one.

Get account and routing numbersGet the full account and routing numbers (or IBAN, sort code or transit number) for the connected accounts.

Get account owner detailsGet the names, email addresses, phone numbers and addresses the bank has on file for each account's owners.

List investment holdingsList each stock, fund or bond held in the connected investment and retirement accounts, how much, and what it is worth.

Find investment transactionsGet the buys, sells, dividends, fees and transfers in the connected investment accounts between two dates.

Get loans and credit cardsGet balances, minimum payments, due dates, interest rates and overdue status for credit cards, student loans and mortgages.

Check the bank connectionCheck whether the connection to the bank is working or needs you to sign in again, so you hear about it before a scheduled workflow fails.

Search for banksSearch the 12,000+ banks, card issuers and brokerages Plaid connects to, and see what each one shares.

Get bank detailsGet a bank's name, website, logo, what it shares through Plaid, and whether its connection to Plaid is healthy right now.