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Plaid connector for Okou

Search Plaid's supported financial institutions and read institution metadata without accessing linked items or financial data.

Data & infrastructure · Plaid API credentials

Sign up to use Plaid

Use Plaid in Okou

Use Plaid to search supported financial institutions, list institutions, or read one institution's metadata in Sandbox or Production.

Once connected, supported Plaid actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.

What you can do with Plaid

  • Read Plaid institution metadata, search results, and pagination totals without accessing linked items or financial data.

How the Plaid connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect Plaid

    Choose Plaid API credentials.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect Plaid securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • Plaid API credentials

Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.

Plaid connector questions

What can Okou do with Plaid?
Search Plaid's supported financial institutions and read institution metadata without accessing linked items or financial data. Documented actions include: Read Plaid institution metadata, search results, and pagination totals without accessing linked items or financial data.
How do I connect Plaid to Okou?
Connect Plaid using Plaid API credentials. The connection controls which supported actions a workflow can use.
Can Plaid run in an automated workflow?
Yes. After it is connected, supported Plaid actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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