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Dfns offers webhooks to notify your systems when events occur on your wallets. One of them, can be used for a transfer approval has been requested (amongst other types of requests) policy.approval.pending. We will use this event to trigger a Zapier (or other similar tools) automation that sends an email to the approver.

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Scroll to the end of the page to watch the first steps on video!
1

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.
2

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.
Congratulations, you have the basic architecture to take action when an approval is requested! Now lets configure the actions.
3

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-policiesTrigger 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.
4

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!
Congratulations! you are now sending an email when an approval has been requested.
5

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 amountamount by 10decimals10^{decimals}. In the example below: 1000000000 for 7 decimals so 100000000/107=1001000 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!
Congratulations! you are now displaying non-trivial information to your email recipient!
6

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
Keep your token secret (and disable it when you don’t need it anymore)!
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!
Congratulations! you are now displaying non-trivial information to your email recipient!
You can now go as far as required to get more data about the event, refine the mail. Use our API reference to learn what you have access to!

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Video tutorial

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