Email approval requests with Zapier

Create the base automation

On Zapier, configure the trigger: "Webhooks by Zapier: Catch Hook"

Get the webhook url from that first block: in "Test" and copy the address. It should be an https:// address.

Create a Webhook on your Dfns organization

On the Dfns dashboard, navigate to Settings > Webhooks (direct link: https://app.dfns.io/v3/settings/developers/webhooks) and click New Webhook.

Copy your Zapier webhook URL into the "url" field, give a description and select "Specific Events" with only "policy.approval.pending", then save. You will have to 🔑 sign the creation with your passkey.

Create a policy to request approval

Make sure you have a policy to trigger. For example a policy that always trigger on transfer requests.

You can follow the following tutorial to create it: Create policies

Trigger the policy (for example by requesting a transfer) so that Zapier receives the information and can help you use the data to write an email.

Send an email from your automation

Add an action "Email by Zapier: Send Outbound Email" connected to your Webhook trigger.

Configure the email by entering the list of recipients, a topic, and a message.

Example of message:

Hello! 

Please review and approve the following transfer request:
[1. Kind] transfer of [1. Asset Symbol] to the wallet [1. To] on [1. Network]. 

Transfer id is: [1. TransferRequest Id]

Please login to https://app.dfns.io/v3/org/policies/approvals to accept or refuse. 

Save, Publish and trigger a transfer to test the automation!

Going further: display the amount properly

Dfns displays asset amounts with the network maximum precision, and provides a description of the number of decimals. So in order to display the amount properly, you need to divide $amount$ by $10^{decimals}$. In the example below: 1000000000 for 7 decimals so $1000 000 00 / 10^7 = 100$ units!

In Zapier, insert a block "Formatter by Zapier: Numbers" before the email block.

Configure the fields:

• Transform: Perform Math Operation

• Operation: Divide

• Input:

  • [1. Amount]

  • 10^[1. Asset Decimals]

You can now update the email body to display the output:

[1. Kind] transfer of [2. output] [1. Asset Symbol] to the wallet [1. To] on [1. Network]. 

Publish and trigger a policy to test again!

Going even further: query additional information about the request

Dfns provides a wide-range catalog of APIs to refine your email.

For instance, the webhook sends the "Initiator Id" (us-*****-*****-********), which represents the user who triggered the policy. Let's get his information and include those in the email!

You need a token to access the API. The best way is to create a service account, follow the tutorial on the page: Non-custody 1/2: Dfns API using a service account until you get a token. For rapid testing you can also copy your current session token from the dashboard (Settings > Personal Access Tokens > Copy the JWT token) but this token expires quickly so it's only good for temporary testing.

Copy your token

In Zapier, add a "Webhooks by Zapier: GET" after the formatter block, and configure the following fields:

• URL: https://api.dfns.io/auth/users/[1. Requester User Id]

• Headers: add one called Authorization, with value: "Bearer <paste your token>"

And finally, update the email body to use the new data you gathered. For example:

Please review and approve the following transfer request from [3. Name]:

Publish and trigger a policy to test again!