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Integrate Plaid with ConvertKit

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

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  • No Credit Card
  • Lightning Fast Setup
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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 ConvertKit

ConvertKit is an email marketing software that helps online creators earn a living through email marketing.

ConvertKit Integrations

Best ways to Integrate Plaid + ConvertKit

  • Plaid Integration Gmail Integration

    ConvertKit + Gmail

    Create Draft to Gmail from New Subscriber in ConvertKit Read More...
    Close
    When this happens...
    Plaid Integration New Subscriber
     
    Then do this...
    Gmail Integration Create Draft
  • Plaid Integration Gmail Integration

    ConvertKit + Gmail

    Send Email in Gmail when New Subscriber is created in ConvertKit Read More...
    Close
    When this happens...
    Plaid Integration New Subscriber
     
    Then do this...
    Gmail Integration Send Email
  • Plaid Integration Gmail Integration

    ConvertKit + Gmail

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

    ConvertKit + Google Sheets

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

    ConvertKit + Google Sheets

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

    Plaid + {{item.actionAppName}}

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

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

    Triggers
  • New Item

    Triggers when a new item is created.

  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Plaid & ConvertKit 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 ConvertKit 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 ConvertKit.

    (2 minutes)

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