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Coda + Plaid Integrations

Syncing Coda with Plaid is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Coda

All-in-one doc. No more ping-ponging between documents, spreadsheets, and niche workflow apps to get things done.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best Coda and Plaid Integrations

Connect Coda + Plaid in easier way

It's easy to connect Coda + Plaid without coding knowledge. Start creating your own business flow.

    Triggers
  • New Row

    Triggers when a new row added to selected table.

  • Updated Row

    Trigger when new row is updated in a selected table.

  • New Item

    Triggers when a new item is created.

    Actions
  • Create Row

    Create a new row in selected table.

  • Update Row

    Update a existing row in a table.

  • Upsert Row

    Creates a new row or update an existing row in selected table.

  • Create payment recipient

    Create a new payment recipient

How Coda & Plaid Integrations Work

  1. Step 1: Choose Coda as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Coda with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Plaid as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Plaid with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.