Use Case: Enable Change Request Event Alerts
You can receive notifications when entities under your portfolio submit new or updated bank account information manually, resulting in a Change Request associated with your account by setting up alerts in the Portal. To receive notifications about Change Request submissions and status changes, you can set up email alerts or web alerts (webhooks) for your account. This tutorial will walk you through the steps required to configure an email or web alert for change request submissions or status change events.
Objective
Create a new notification alert that notifies you when a Bank Account Change Request is submitted from a user or changes review status.
Audience
Facilitators
Environment
Portal (Sandbox)
Portal (Production)
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Prerequisite
Prerequisite:
You must have a fully boarded Payrix account to perform any of the actions described in the use case guides.
Tips
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
Tip: By default, all custom email and web alerts are disabled. The Platform provides a set of default email alerts when a Merchant is boarded to cover critical notifications. To learn more about boarding alerts, see the Enable Merchant Boarding Alerts use case.
Additional Resources
For more information, see the Payrix Resource Center Portal pages for Email Alerts and Web Alerts
Read Setting up Email Alerts for more details about configuring email alert notifications.
Read Setting up Web Alerts (Webhooks) for more details about the web alert system and setup.
Enable Change Request Event Alerts
Enable Email Alerts for a Change Request Event
Enable Web Alerts (Webhook Notifications) for a Change Request Event
Next Steps
Once the new alert is enabled, review the following use case guides for additional information on related topics:
Enable Invoice Event Alerts: Create an email or web alert that triggers when an invoice is created or updated by you or one of your users using the Enable Invoice Event Alerts use case.
Enable Chargeback Event Alerts: Create an email or web alert that triggers when a chargeback update, creation, or final decision occurs under your portfolio using the Enable Chargeback Event Alerts use case.
Enable Transaction Event Alerts: Create an email or web alert that triggers when various transaction status changes using the Enable Transaction Event Alerts use case.
Enable Merchant Boarding Event Alerts: Create an email or web alert that triggers when Merchants' boarding status changes using the Enable Merchant Boarding Event Alerts use case.
Enable Disbursement Event Alerts: Create an email or web alert that triggers when withdrawals or negative disbursement events occur or change status using the Enable Disbursement Event Alerts use case.
Enable Subscription Event Alerts: Create an email or web alert that triggers when a Merchant customer's Subscription changes status using the Enable Subscription Event Alerts use case.
Conclusion
Once the alert is enabled, it automatically sends a notification when a Change Request event occurs.
References
Click the links or items below to access any of the following pages:
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