Notification Center

The Notification centre gives you more options to set up email Alerts, Activity triggers, and Webhooks ( e.g. Slack, Teams)  for different events in Treasury Systems. Everything we log in TS event log, it is also possible to trigger an email alert, activity or webhoc. 

The first release includes the ability to send alerts/information on existing events.

• New deals that needs to be confirmed, including Deal ID and Trader. 
• Payment to be approved or exported
• Users who have logged in to TS
• Deals that have been modified
• Manually updated interest
• Changes permission on user or roles

Permission

Read Event Subscriptions

Update Event Subscriptions

Settings/Setup

The first step is to set up a subscription.

Press + sign and give the subscription a name.

Filter the event that the subscription should react on. In most cases it would be Event ID and/or Event type.

Next step is to connect the subscriber group (the group of users that should reveice the alert) to the subscription.

If no subscriber groups are created then it needs to be added first.

Email - Give the group a name and add the emails that should get an Alert. Then add email subject and body to the mail. Check if the event message should be written in the email. e.g.  Event message, user and deal id if applicable.

        Updated Payments (Id = 55802) Status from Approved to Exported by Maria App (DealId: 15505)

Action - Give the subscription group a name, then paste the URI. Predefined options are Slack and Teams. If you need to send other webhooks, please contact support.

Activity Triggers - Give the subscription group a name, and select which activity should start when the filtered event occurs.