Workflow Trigger Reference for Bank Reconciliation Connector

Workflow Triggers initiate workflows and are used to define the data supplied to a workflow. Supported trigger Data Types for this connector are outlined below.

Basic details are shown in the table below.

Trigger Source Description Version
Get a List of Categories Including Data Get detailed information on categories returned by Plaid. 0.0+ (beta)
Get a List of Transactions Including Data Get user-authorized transaction data for credit, depository, and some loan-type accounts (only those with account subtype student; coverage may be limited). 0.0+ (beta)

Trigger Sources

Get a List of Categories Including Data

Trigger Source Description Version
Get a List of Categories Including Data Get detailed information on categories returned by Plaid. 0.0+ (beta)

Get a List of Transactions Including Data

Trigger Source Description Version
Get a List of Transactions Including Data Get user-authorized transaction data for credit, depository, and some loan-type accounts (only those with account subtype student; coverage may be limited). 0.0+ (beta)