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Master Bubble.io and Plaid integration with our step-by-step guide. Learn to connect your applications seamlessly for enhanced functionality.
Plaid is a financial technology company that develops a data transfer network. The technology connects financial applications with users' bank accounts for various purposes. These applications may serve to invest in stocks, manage expenses or even transfer funds between accounts. Plaid provides the tools that developers need to create easy-to-use services for their customers, thereby enabling a direct connection to bank data. Its main offerings include information about transactions and account authentication.
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Step 1: Sign Up for a Plaid and Bubble Account
Before you start, you need to have accounts on both platforms. Visit the Plaid sign-up page and fill in your details to create your team account as well as your Bubble.io sign-up page as well.
Step 2: Sign Into Dashboard and Create New Application
Once you have both accounts set up, sign in to your Plaid dashboard and create a new application. To do this, click on the 'Create New' button. You will then be prompted to give your new application a name and select the development environment. Click 'Create' and you will be redirected to the dashboard of your new application. Here you find your client id and secret.
Note: Ensure the application is set to a 'Development' environment if you are not launching your product to the public yet.
Step 3: Download the Bubble.io Plaid Plugin
Now, in Bubble.io, go to the 'Plugins' tab and click on 'Add plugins'. In the plugin search box, type 'Plaid' and when you see the Plaid plugin, click 'Install' then 'Done'.
Step 4: Configure the Bubble.io Plaid Plugin
After installing the Plaid plugin in your bubble.io app, you will now need to insert your Plaid API Keys. In Plaid plugin settings, enter your client id and secret key copied from the Plaid dashboard into the corresponding fields.
Remember to insert keys for both the 'live' and 'test' versions, as your app will use the test version in development mode and the live version in live mode.
Note: Make sure to treat these keys as you would any other password as anyone with access to these keys can manipulate your financial data.
Step 5: Create a Button to Link Plaid on Bubble.io
Go back to Bubble.io and open the design tab, select the page you want to place the Plaid plugin on. For example, if you selected 'index', drag-and-drop a button or any clickable element onto the page and label it 'Link Bank Account' as per your requirement.
Step 6: Set up a Workflow in Bubble.io
Go to the workflows tab and click on '+Add a new workflow'. Select 'Element Actions' -> 'Link a Bank Account (Plaid)'. In the pop-up modal, you'll see a series of fields:
Input the desired settings:
Step 7: Testing the Integration
Preview your application and click on the button you placed in step 5 - a new Plaid window will appear where you can choose a bank and log in.
Step 8: Use Plaid Data
Now that you've successfully linked Bubble.io with Plaid, you can retrieve, display and use the data that Plaid provides, such as transaction history, or account balance.
To achieve this, you set up a workflow that triggers when Plaid's API sends data to Bubble. For instance, you can use the ‘Show data in a Group’ action in Bubble to display transaction history data retrieved from Plaid API.
Congratulations, you have successfully integrated Bubble.io with Plaid! You can now analyze and use financial data to drive your app’s functionality.
Scenario: An online platform for personal budgeting that uses Bubble.io to create, design, and manage their app wants to provide their users with a secure and easy way to link their bank accounts to their platform. To do this, they want to use Plaid, a financial technology company that allows applications to connect with users' bank accounts.
Solution: Integrating Bubble.io with Plaid
App Creation: The fintech start-up uses Bubble.io to design and construct their budgeting application, integrating input fields for users to fill out their financial information.
Setting Up the Integration: The start-up installs the Plaid plugin in Bubble.io and configures with their Plaid API key. They then set up workflows in Bubble.io that trigger when users attempt to link a bank account within the application.
Data Sync Workflow: When a user initiates the process to link a bank account, the workflow is activated. The entered data is securely sent to Plaid using the configured Plaid plugin action. Plaid receives the user's banking information, verifies it, and sends back a token representing the linked bank account.
Updating the Bubble.io App: The Bubble.io app uses the received Plaid token to associate the linked bank account with the user's account on the budgeting application.
Using Plaid Integration to Access Financial Data: With the bank accounts linked through Plaid, users can seamlessly interact with their financial data within the Bubble.io application, enabling functionalities like balance checking, transaction history viewing, and more.
Monitoring and Analytics: The integration allows platform administrators to monitor user banking activities within the application. This can provide insights into user behavior and application usage, essential for further development and improvement of the platform.
Benefits:
By integrating Bubble.io with Plaid, the fintech startup can successfully offer a secure, user-friendly budgeting app that meets users' needs and contributes to the business's growth.
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