?>

Plaid + Coda Integrations

Appy Pie Connect allows you to automate multiple workflows between Plaid and Coda

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Coda

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

Coda Integrations

Best ways to Integrate Plaid + Coda

  • Plaid Gmail

    Coda + Gmail

    Create Draft to Gmail from New Row in Coda Read More...
    Close
    When this happens...
    Plaid New Row
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    Coda + Gmail

    Send Email in Gmail when New Row is created in Coda Read More...
    Close
    When this happens...
    Plaid New Row
     
    Then do this...
    Gmail Send Email
  • Plaid Gmail

    Coda + Gmail

    Create Label to Gmail from New Row in Coda Read More...
    Close
    When this happens...
    Plaid New Row
     
    Then do this...
    Gmail Create Label
  • Plaid Google Sheets

    Coda + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Row in Coda Read More...
    Close
    When this happens...
    Plaid New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Plaid Google Sheets

    Coda + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Row is created in Coda Read More...
    Close
    When this happens...
    Plaid New Row
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + Coda in easier way

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

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Row

    Triggers when a new row added to selected table.

  • Updated Row

    Trigger when new row is updated in a selected table.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • 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.

How Plaid & Coda Integrations Work

  1. Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Coda as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Plaid to Coda.

    (2 minutes)

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