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Configure target balance (external) action

Edwin Woudt edited this page Aug 2, 2020 · 2 revisions

Introduction

This action allows you to maintain a certain balance on a given account, either by:

  • sending a payment request to top up the account
  • creating a draft payment to skim excess balance off the account to another account
  • or both of the above, depending on the balance

This action is primarily aimed to be used if the other account is not one of your bunq accounts. If that is the case, you can also use the target balance (internal) action to achieve the effect in a much simpler way.

1. Create new action

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

  • Name: bunq target balance (external) (can be changed to anything you like)
  • Description: This action will allow you to ensure an account has a certain balance, by sending a payment request for topping up and/or skimming excess balance with a draft payment to another account. (can be changed to anything you like)
  • Verbiage: leave empty for now, we will update it later
  • Endpoint: bunq_target_balance_external Note: this must match exactly!

See screenshot

2. Create action fields

Once the action is created, you need to add the following action fields:

Account [ screenshot ]
Label: Account
Optional helper text: Account of which you want to change the balance
Key name: account
Required: yes (This action field is required for Applets to work)
Action field type: Dropdown list / Retrieve list items from my service
Amount [ screenshot ]
Label: Amount
Optional helper text: Target balance amount in EUR
Key name: amount
Required: yes (This action field is required for Applets to work)
Action field type: Text input / Other / none of the above

3. Verbiage

You can now set the verbiage:

  • First, you need to click on the save button underneath the verbiage field, as otherwise you cannot use any of the action fields values
  • Then, enter the verbiage. A suggestion is to use {{fields.direction.value}} the balance of account {{fields.account.label}} - but feel free to use anything else you like
  • Finally, click the save button again

See screenshot

4. 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 draft payment action correctly!