Payments Data Platform | Modernbanc

Triggers

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 three types of triggers:

  • webhook - incoming webhook event listener.
  • schedule - cronjob recurring schedule.
  • workspace_event - Modernbanc application event listener.

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.

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.

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.

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.

Usage

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.

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.