Automate The Plaid
HumDay reads The Plaid’s own published API description and derives 191 operations from it. Describe the outcome you want in plain words — you get a program that is written, proven on real data, and run for you.
What The Plaid is
The Plaid REST API. Please see https://plaid.com/docs/api for more details.
API host: production.plaid.com
What HumDay can do in The Plaid
191 documented operations change something in The Plaid. The 100 most useful are listed here.
- POSTList a historical log of user consent events
/item/activity/list - POSTCreates a new end customer for a Plaid reseller.
/partner/customer/create - POSTList transfer events
/transfer/event/list - POSTList a user’s connected applications
/item/application/list - POSTList bank transfer events
/bank_transfer/event/list - POSTList payments
/payment_initiation/payment/list - POSTCreate user
/user/create - POSTList dashboard users
/dashboard_user/list - POSTCreate payment profile
/payment_profile/create - POSTCreate a new identity verification
/identity_verification/create - POSTCreate a relay token to share an Asset Report with a partner client (beta)
/credit/relay/create - POSTUpdate Webhook URL
/item/webhook/update - POSTSync transfer events
/transfer/event/sync - POSTSync bank transfer events
/bank_transfer/event/sync - POSTCreate public token
/item/public_token/create - POSTFire a test webhook
/sandbox/item/fire_webhook - POSTCreate a new originator
/transfer/originator/create - POSTCreate a test Item
/sandbox/public_token/create - POSTCreate a test Item and processor token
/sandbox/processor_token/create - POSTCreate payment consent
/payment_initiation/consent/create - POSTCreate a payment
/payment_initiation/payment/create - POSTList payment recipients
/payment_initiation/recipient/list - POSTCreate payment recipient
/payment_initiation/recipient/create - POSTRetrieve an Item
/item/get - POSTImport Item
/item/import - POSTRemove an Item
/item/remove - POSTFetch a list of e-wallets
/wallet/list - POSTList transfers
/transfer/list - POSTCreate an e-wallet
/wallet/create - POSTOpt-in an Item to Signal
/signal/prepare - POSTCreate a transfer
/transfer/create - POSTSearch employer database
/employers/search - POSTWebhook receiver for fdx notifications
/fdx/notifications - POSTGet incremental transaction updates on an Item
/transactions/sync - POSTList bank transfers
/bank_transfer/list - POSTRetrieve a dashboard user
/dashboard_user/get - POSTCreate an Asset Report
/asset_report/create - POSTSearch institutions
/institutions/search - POSTGet payment profile
/payment_profile/get - POSTCreate a bank transfer
/bank_transfer/create - POSTCreate Link Delivery session
/link_delivery/create - POSTCreate a deposit switch
/deposit_switch/create - POSTRemove payment profile
/payment_profile/remove - POSTList Identity Verifications
/identity_verification/list - POSTGet webhook verification key
/webhook_verification_key/get - POSTReturn a list of rules created for the Item associated with the access token.
/beta/transactions/rules/v1/list - POSTCreate Link Token
/link/token/create - POSTRetrieve Link sessions for your user
/credit/sessions/get - POSTList sweeps
/transfer/sweep/list - POSTReturns a Plaid reseller's end customer.
/partner/customer/get - POSTCreate processor token
/processor/token/create - POSTCreate a transfer intent object to invoke the Transfer UI
/transfer/intent/create - POSTCreate a refund
/transfer/refund/create - POSTEnables a Plaid reseller's end customer in the Production environment.
/partner/customer/enable - POSTRemoves a Plaid reseller's end customer.
/partner/customer/remove - POSTList recurring transfers
/transfer/recurring/list - POSTLists historical repayments
/transfer/repayment/list - POSTList e-wallet transactions
/wallet/transaction/list - POSTList sweeps
/bank_transfer/sweep/list - POSTForce a Sandbox Item into an error state
/sandbox/item/reset_login - POSTGet status of all originators' onboarding
/transfer/originator/list - POSTRetrieve a user's payroll information
/credit/payroll_income/get - POSTCreate a deposit switch without using Plaid Exchange
/deposit_switch/alt/create - POSTSimulate a transfer event in Sandbox
/sandbox/transfer/simulate - POSTCreate a recurring transfer
/transfer/recurring/create - POSTRefresh a user's bank income information
/credit/bank_income/refresh - POSTExchange public token for an access token
/item/public_token/exchange - POSTCreate a deposit switch token
/deposit_switch/token/create - POSTManually fire an Income webhook
/sandbox/income/fire_webhook - POSTInvalidate accesstoken
/item/access_token/invalidate - POSTManually fire a Transfer webhook
/sandbox/transfer/fire_webhook - POSTCreate a transfer authorization
/transfer/authorization/create - POSTGenerate a Plaid-hosted onboarding UI URL.
/transfer/questionnaire/create - POSTGet payment consent
/payment_initiation/consent/get - POSTGet payment details
/payment_initiation/payment/get - POSTCreate a bank transfer as a processor
/processor/bank_transfer/create - POSTSimulate a bank transfer event in Sandbox
/sandbox/bank_transfer/simulate - POSTList entity watchlist screenings
/watchlist_screening/entity/list - POSTGet payment recipient
/payment_initiation/recipient/get - POSTRevoke payment consent
/payment_initiation/consent/revoke - POSTCreate a watchlist screening for an entity
/watchlist_screening/entity/create - POSTReverse an existing payment
/payment_initiation/payment/reverse - POSTManually fire a Bank Transfer webhook
/sandbox/bank_transfer/fire_webhook - POSTReset the login of a Payment Profile
/sandbox/payment_profile/reset_login - POSTList Individual Watchlist Screenings
/watchlist_screening/individual/list - POSTSet verification status for Sandbox account
/sandbox/item/set_verification_status - POSTCreate a watchlist screening for a person
/watchlist_screening/individual/create - POSTRetrieve auth data
/auth/get - POSTUpdate the scopes of access for a particular application
/item/application/scopes/update - POSTList the returns included in a repayment
/transfer/repayment/return/list - POSTFetch an e-wallet
/wallet/get - POSTRetrieve accounts
/accounts/get - POSTRetrieve identity data
/identity/get - POSTList test clocks
/sandbox/transfer/test_clock/list - POSTRetrieve a transfer
/transfer/get - POSTGet Categories
/categories/get - POSTRetrieve identity match score
/identity/match - POSTCreate a test clock
/sandbox/transfer/test_clock/create - POSTRetrieve information about a Plaid application
/application/get - POSTRetrieve Liabilities data
/liabilities/get
How automating The Plaid works
- Describe the outcome. Say what you want to happen, in your own words. No node graphs, no field mapping.
- Approve the contract. HumDay writes down exactly what it will do, what it will touch, and what it will never do. You approve it before anything is built.
- See it proven. The program runs and shows you the result before it is allowed near your live The Plaid account.
- Grant access, then go live. You approve the specific The Plaid operations it may use — and only those.
Popular The Plaid integrations
Connect The Plaid to the tools people pair it with most.
- The Plaid and OData for namespace microsoft.graphintegration
- The Plaid and Cloudflareintegration
- The Plaid and NetBoxintegration
- The Plaid and GitHubintegration
- The Plaid and Mistintegration
- The Plaid and Loket.nlintegration
- The Plaid and Atlassian The Jira Cloud platformintegration
- The Plaid and Magento B2Bintegration
- The Plaid and Stripeintegration
- The Plaid and Zuora Reference Billingintegration
- The Plaid and bunqintegration
- The Plaid and DocuSignintegration
Automate The Plaid with these
- Stripe442 operations
- Zuora Reference Billing428 operations
- bunq421 operations
- PayRun.IO389 operations
- Sinao272 operations
- Xero Accounting224 operations
- Biapi Budgea Documentation167 operations
- Naviplancentral Advicent.FactFinderService151 operations
- Bigredcloud Big Red Cloud111 operations
- Codat Accounting105 operations
- Portfoliooptimizer Portfolio Optimizer83 operations
- Tradematic Cloud67 operations
Categories
Questions about The Plaid automation
- Can HumDay connect to The Plaid?
- Yes. HumDay reads The Plaid's own published API description and derives the operations from it, so there is no hand-built connector to wait for. 191 operations are documented.
- Do I need to write code to automate The Plaid?
- No. You describe the outcome you want in plain words. HumDay agrees a contract with you, writes the program, and shows you a test run before anything touches your The Plaid account.
- What can HumDay do in The Plaid?
- 191 of the 191 documented operations change something in The Plaid, and 0 read from it. HumDay only ever uses the specific operations your approved contract needs.
- Is my The Plaid account safe?
- Your credentials are stored encrypted and are never shown in chat, code, or logs. Every run is limited to the operations you explicitly approved, and anything that writes to The Plaid is held behind that approval.
Where this came from
The operations above are read from a published API description for The Plaid at raw.githubusercontent.com/plaid/plaid-openapi/master/2020-09-14.yml. Descriptions are the provider’s own words, not ours. Last published 2023-03-06.