V6.14.0 - Withdrawal Webhook

Learn about all the details of all our recent CRM updates here.

Released Date - 30 August 2023

We are thrilled to unveil the new Withdrawal Webhook feature within our CRM. This enhancement empowers you to effortlessly and securely submit withdrawal requests directly from the CRM to a designated destination URL using Webhooks. With this innovative addition, you can now seamlessly streamline your withdrawal process and enhance operational efficiency.

Summary

Withdrawal Webhook

1. Efficient Workflow: The withdrawal process is streamlined as data is transmitted directly to the third-party provider, eliminating the need for manual input from your end.

2. Data Precision and Reliability: Automated data transmission guarantees precision in withdrawal amount and recipient account details, ensuring consistent and accurate information exchange.

3. Tailored to Your Process: The webhook function is adjustable to match your unique withdrawal process, empowering you to define the precise action trigger point for the communication of data through the webhook.

Withdrawal Webhook

1) New Settings Navigation Tab - Dev Space

1. We are pleased to introduce a brand-new Settings Navigation Tab titled "Dev Space."

2. As part of this update, we have relocated both "Open API Keys" and "Security Credentials" to reside under this new tab.

3. Furthermore, we have included the addition of "Webhooks" within this same section.

4. This restructuring aims to enhance accessibility and organization while providing a centralized navigation tab for managing these key features.

   

2) Permission Settings

The permission settings have been restructured to encompass the newly introduced navigation tab: "Dev Space." Within this tab, permissions for Open API keys and security credentials have been relocated, and permissions for webhooks have also been incorporated.

In order to begin utilizing webhooks, it's important to enable the respective permissions:

1. Read Webhooks: Grants read-only access to Webhooks.

2. Update Webhooks: Provides the ability to edit Webhooks.

3) Webhook API Documentation

1. To initiate your usage of webhooks, simply click on "Learn More" to access the API documentation dedicated to webhooks.

   
2. Upon clicking, you'll be directed to a new tab containing the API documentation.

   

4) Creating Webhooks

To create a new webhook, follow these steps:

Step 1

Click "Create Webhook".

Step 2

Fill in the respective fields:

1. Name - this refers to the name of the webhook.

2. Destination URL - this is the URL where the information will be received.

3. Select Function - currently, webhooks only support withdrawals.

4. Select Event - this determines when information is transmitted via the webhook to the destination URL.

   • Approve Withdrawal - Node N

     1. N corresponds to the approver level.

     2. If you select both Node 1 and 2, it means that if the level 1 or 2 approver approves the withdrawal request, information will be sent through the webhook. This configuration should be aligned with your withdrawal process.

   • Reject Withdrawal: Information will be sent to the destination URL when withdrawal requests are rejected.

5. Secret Key

Click "Save" to successfully create the new webhook.

5) Editing Webhooks

To edit a webhook, follow these steps:

Step 1

Locate the desired webhook and click the "Edit" icon.

Step 2

1. Make the necessary changes.

2. Confirm your changes by clicking "Save".

   

6) View History

1. To access webhook logs, simply click on the "History" icon.

   
2. You will be able to view the details of each log.

   
3. You can review the details of the webhook request by simply clicking on it.

   
4. Should you wish to re-send a specific request, click on the "Resend" icon.

   
5. A confirmation popup will appear before proceeding with the action.

   

7) Disable Webhooks

To disable webhooks, follow these steps:

Step 1

Find the specific webhook you wish to disable and select the "Disable" icon.

Step 2

1. Once a webhook is disabled, it will cease to transmit messages to the designated destination URL.

2. To reactivate the webhook, simply click on the same icon.

8) Delete Webhooks

To delete a webhook, follow these steps:

Step 1

Find the desired webhook and click the "Delete" icon.

Step 2

1. A popup confirmation message will appear for your verification.

2. Click "Confirm" to proceed with the deletion.

   

9) Reviewing Withdrawal Requests

1. When clients submit a withdrawal request, and upon the occurrence of the first triggered event (as configured for the webhook), the data will be sent to the designated destination URL.

2. The transmitted information will encompass the data boxed up in yellow in the provided image.

   
3. After the withdrawal process is completed in the third-party system, you can proceed with the subsequent review steps for the submitted request.