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Configure target balance (external) action
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.
In IFTTT platform, go to API -> Actions and click on the New action button. You can then enter the following details:
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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
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Endpoint:
bunq_target_balance_external
Note: this must match exactly!
See screenshot
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 |
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
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!