ActionPlaidUpdated May 2026

How do I get bank transactions via Plaid?

Short answer: Drop the "Plaid → Get Plaid Transactions" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 3 Plaid actions

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Access Token access_token	string	Required	—
Start Date (YYYY-MM-DD) start_date	string	Required	—
End Date (YYYY-MM-DD) end_date	string	Required	—
Count count	string	Optional	—

Sample request

{
  "access_token": "{{trigger.access_token}}",
  "start_date": "{{trigger.start_date}}",
  "end_date": "{{trigger.end_date}}",
  "count": "{{trigger.count}}"
}

Returns

{
  "transactions": [
    {
      "date": "2026-05-10",
      "name": "Coffee Shop",
      "amount": 50,
      "category": [
        "Food and Drink",
        "Coffee Shop"
      ],
      "account_id": "acc_abc",
      "transaction_id": "txn_abc"
    }
  ],
  "total_transactions": 1
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Get Plaid Transactions.

Any of these apps can fire this action as part of a workflow.

Google Sheets → Plaid

2 Google Sheets triggers

HubSpot → Plaid

18 HubSpot triggers

FAQ

Questions about Get Plaid Transactions.

What does the Get Plaid Transactions action do in Plaid?

Returns paginated transactions with category enrichment (Plaid auto-classifies into Food, Travel, etc.). For PFM apps, expense-tracking workflows, business-banking reconciliation.

What inputs does Get Plaid Transactions require?

Required: Access Token, Start Date (YYYY-MM-DD), End Date (YYYY-MM-DD). Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Plaid returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Get Plaid Transactions support batch operations?

Yes. Run Get Plaid Transactions inside a Loop node to process arrays. Tiny Command handles Plaid's rate limits automatically so you don't have to throttle manually.

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