Notifications Example

Created by Maria Appelquist, Modified on Thu, 18 Jun at 3:25 PM by Maria Appelquist

Some examples that can be setup each example can send notifications via email, or trigger an activity such as sending out a distribution report or sending an webhook to another system.


  1. Manually Updated Rates- if someone has updated the interest manually directly on the deal.
  2. Payments to Approve - when a payment is created from cash flows. In other words, when the payment rules have been used and the flows are moved from Pending Cash Flows to Pending Payments
  3. Payments to export- notifies when a payment got the status Approved. 
  4. Exported Payments - to get a notification when Payments has been exported successfully. Select Payment Export Failed in the event ID(S) if the notification should be send out when the payment export fails.
  5. New Permission or role - when a permission or a role is added a notification will be sent. 
  6. New Request- a new request is entered from any source
  7. Request Priced- the request has been priced. 

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