Connect bank accounts and retrieve balances, transactions, identity and investment data through Plaid.
Paperform connects to Plaid directly through Stepper workflows.
Orders taken in your form can sync with Plaid, alongside your store, shipping and fulfilment.
How Plaid connects to Paperform
Direct methods run inside your Paperform account. Zapier and Make are there too if your team already uses them.
Run a Stepper workflow when someone submits your form: 22 Plaid actions and 5 triggers, included in your Paperform account.
- Open Stepper from your Paperform account and create a workflow.
- Start it with the Paperform “New Submission” trigger and choose your form.
- Add a Plaid step, connect your account and map the submission’s answers to its fields.
Plaid actions in Stepper
- Create Link Token
- Exchange Public Token
- Get Item
- Update Item Webhook
- Rotate Access Token
- Remove Item
- Get Accounts
- Get Balances
- Get Auth
- Get Identity
- +12 more
Plaid events that can start a workflow
- New Transaction
- New Account
- Transactions Updated
- Item Status Changed
- New Webhook Event
What your form sends to Plaid
For example, with a Stepper workflow the “Create Link Token” action takes these fields. Map each one to a question
on your form, and every submission fills them in.
| Plaid field | Question on your form | Required |
|---|
| Client Name | Short answer | Yes |
| Client User ID | Short answer | Yes |
| Language | Dropdown or choice | Yes |
| Country Codes | Number or calculation | Yes |
| Products | Dropdown or choice | No |
| Optional Products | Dropdown or choice | No |
| Webhook | Short answer | No |
| Redirect URI | Short answer | No |
Start from a template
Pick a template, then connect it to Plaid. There are 30,000+ in the
templates directory.
Related
More ecommerce integrations · Ecommerce · Order forms
