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Configure balance trigger

Edwin Woudt edited this page Feb 16, 2020 · 5 revisions

Introduction

This is a trigger that fires when a balance reaches a condition. You can set many different filters to precisely select when you want to receive a balance trigger.

1. Create new trigger

In IFTTT platform, go to API -> Triggers and click on the New trigger button. You can then enter the following details:

  • Name: bunq balance (can be changed to anything you like)
  • Description: This trigger fires when a balance on an account reaches certain conditions. (can be changed to anything you like)
  • Endpoint: choose API and use bunq_balance in the URL. Note: this must match exactly!

See screenshot.

2. Trigger fields

Once the trigger had been created, the first step is to define all trigger fields.

Below are all the trigger fields. You could potentially leave out 'Balance comparator 2' and 'Balance value 2' if you only want to check simple balance (e.g. above, below, equal) and not something that requires two balance (e.g. in between - higher than A, but lower than B).

Account [ screenshot ]
Label: Account
Description: Select the account on which to monitor the balance
Key name: account
Input type: Dropdown list
Data source for dropdown list: Retrieve list items for my service
Balance comparator [ screenshot ]
Label: Balance comparator
Description: Comparator for the Balance value field
Key name: balance_comparator
Input type: Dropdown list
Data source for dropdown list: Retrieve list items for my service
Balance value [ screenshot ]
Label: Balance account value
Description: Value to compare the balance on the account with
Key name: balance_value
Input type: Text input
Balance comparator 2 [ screenshot ]
Label: Balance comparator 2
Description: Comparator for the Balance value 2 field
Key name: balance_comparator_2
Input type: Dropdown list
Data source for dropdown list: Retrieve list items for my service
Balance value 2 [ screenshot ]
Label: Balance value 2
Description: Second value to compare the balance on the account with
Key name: balance_value_2
Input type: Text input

3. Verbiage

It doesn't really matter what you put here. A suggestion is to use:

  • the balance on account {{fields.account.label}} {{fields.balance_comparator.label}} {{fields.balance_value}}

4. Ingredients

By default there already is a 'CreatedAt' ingredient.

The following are all possible ingredients. You can add them all (highly suggested), but feel free to leave out ones you do not need.

Account [ screenshot ]
Name: Account
Slug: account
Note: IBAN of your account on which this balance trigger works
Type: String
Example: NL42BUNQ2013456789
AccountName [ screenshot ]
Name: AccountName
Slug: account_name
Note: Name/description of your account
Type: String
Example: Groceries account
Balance [ screenshot ]
Name: Balance
Slug: balance
Note: The balance at the time of trigger occurrence
Type: String
Example: 175.23

5. Applet templates

These are completely optional. Here are some suggestions:

Mobile push notifications:

  • Balance on {{Account}} reached {{Balance}}

Short message:

  • Balance on {{Account}} reached {{Balance}}

Long post:

  • Post title: bunq balance alert
  • Post body: Created: {{CreatedAt}}<br>Account: {{Account}}<br>Balance: {{Balance}}

Spreadsheet:

  • Spreadsheet name: bunq_balance_alert_{{Account}}
  • Formatted row: {{Account}}|||{{CreatedAt}}|||{{Balance}}

6. FInally

Once you are done, the result should look something like this screenshot

Go to API -> Endpoint tests and click on the 'Begin test' button. In case all results are green: congratulations, you configured the balance trigger correctly!