Help with Plaid

[brittnco]

I’m having difficulty with the Plaid module. A video or screenshots of how to use the module to get transactions would be awesome but any help would be greatly appreciated.

[mebeingken]

Hi @brittnco, welcome to the world of Plaid.

You can find a couple (sometimes very long) posts about plaid that I’ve posted to get you going:

Basic set-up

Updating bank

Let me know if you have some specific questions.

[brittnco]

Greetings and thanks @mebeingken.
I had seen the first link, but got a bit lost. I may start from scratch and go through it again. I will return with questions if I still can’t figure thing out. Thank you.

[brittnco]

I keep getting errors like…
There was an issue setting up your call.

Raw response for the API
{
“display_message”: null,
“error_code”: “INVALID_ACCESS_TOKEN”,
“error_message”: “could not find matching access token”,
“error_type”: “INVALID_INPUT”,
“request_id”: “D7pFMbIY4xfTeRU”
}
and

Raw error from Plaid - Get access token: {
“display_message”: null,
“error_code”: “INVALID_PUBLIC_TOKEN”,
“error_message”: “could not find matching public token”,
“error_type”: “INVALID_INPUT”,
“request_id”: “LQVI3dfOMLQelWE”
}

[brittnco]

@mebeingken I’ve tried several ways. I’m missing something. Even trying your way, when I get to the api connector it gives that response. I’m using sandbox credentials in case that makes a difference.

[mebeingken]

Hi @brittnco…happy to help. Feel free to post some screenshots that show what you are doing (show the events, the actions, with their properties), or drop me direct message with a link to your editor if that works better for you.

[brittnco]

Thank you. Here’s what I’ve got.

[mebeingken]

Okay, so you have an event that is calling the Get bank account with Plaid action…the result of that should be that you see the Plaid popup presented asking for credentials. Does this happen?

If no, send over the details of that action so we can get that straightened out first.

If yes, then are you catching the token generated and storing it in your database?

[brittnco]

yes, it does. I think I’m not catching/storing it. After a plaid token has been created, I have get access token. I’ve tried creating a new thing after that step but don’t really know how that should work for this…

[mebeingken]

Here is the basic setup to connect a new bank and store the token and id:

Make sure the plugin is setup with your keys from the plaid account you create on their site:

Trigger the Plaid popup:

You can add a webhook url pointing back to Bubble if you want that functionality. The Client Name can be whatever you want to display to users.

Retrieve an access token using the Plaid token:

Save it in the database:

You can of course add other actions using the plugin or your own api call.

[brittnco]

Thank you! “This Plaid’s public token” caused me so much pain.
So no error message anymore. But no success screen either… Is there another exchange needed?
Also, do I really have to upgrade to test the workflow on a list feature?

[mebeingken]

Yep, Bubble restricts that feature, I’ve never tried to get around that.

As for success message, Plaid should have displayed its own success message, but if you want to do something in Bubble, you can easily add an alert, or whatever you think is best. Just put it on the event where the plaid token is created.