Payments Data Platform | Modernbanc

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Triggers

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What are triggers?

Triggers are used to detect or signal events that occur either within Modernbanc or from an external source. Triggers are used to start/resume workflows. There are four types of triggers:

  • webhook - incoming webhook event listener.
  • schedule - cronjob recurring schedule.
  • email - send an email to a specific Modernbanc address.
  • workspace_event - Modernbanc application event listener.

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Webhook triggers

Webhook triggers are used to detect events that are sent to your workspace from an external source. For example, say you want to receive a Slack notification any time someones payment is declined using Stripe. You can configure stripe to send a webhook to your workspace, and then configure a webhook trigger to detect the event and begin a workflow that sends a notification to Slack.

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Schedule triggers

Schedule triggers are triggers that run on your chosen date or schedule. For example, say you want a report of all payments that were declined in the last 24 hours. You can configure a schedule trigger to run every day at midnight, and then configure a workflow to run that report and send it to a slack channel.

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Email triggers

Email triggers are designed to initiate workflows based on the receipt of an email to a specific Modernbanc address. This can be particularly useful for automating responses to common inquiries or processing information received via email. Email attachments are included in the workflow.

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Workspace event triggers

Workspace event triggers are used to detect events that occur within Modernbanc. For example, say you want generate an alert every time a new account is created.

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Trigger Versions

Triggers can have multiple versions. This is useful if you want to change the behavior of a trigger without breaking existing workflows. Additionally, workflows are linked to versions of the trigger rather than trigger itself.

Once a trigger is created, it will contain a version. This version is what gets linked to the workflow. When this is done, the trigger link will contain information about the link between trigger, trigger version, and workflow.

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Usage

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Create trigger

  • Navigate to the Triggers page, or press G and then I.
  • Press the Create button in the upper right hand corner.
  • Start date: is the date and time the trigger will start running.
  • Active until: is the date and time the trigger will stop running.
  • Select the type of trigger you want to create. Options are:
  • Webhook URL: is the URL that will be used to listen for incoming webhooks from external sources.

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Update triggers

  • Navigate to the Triggers page, or press G and then I.
  • Select the trigger you want to update, or apply Filters or Sorts to narrow down the list.
  • Start date: is the date and time the trigger will start running.
  • Active until: is the date and time the trigger will stop running.
  • Webhook URL: is the URL that will be used to listen for incoming webhooks from external sources.