Notifications and Webhooks
Learn how to get notified about updates throughout the seller onboarding process
Sellers go through several steps during onboarding – for example, from submitting an onboarding form to getting approved. To keep your team in-the-loop about your sellers' progress during onboarding, Finix offers notifications in multiple formats: dashboard and email, as well as developer webhooks.
Notifications
Finix offers notifications for these onboarding lifecycle events:
- Onboarding Form Submitted
- Merchant Approved
- Merchant Rejected
- Merchant Updates Requested
- Merchant Updates Submitted
Subscribing to Notifications
You can subscribe to notifications by visiting Settings > User > Notification Settings [1]. You can subscribe to Dashboard or email notifications for each lifecycle event individually.
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Viewing Notifications
When one of your Merchants moves through any of those lifecycle events, Finix will notify you via Dashboard and/or email. On the Dashboard, you will see notifications under the bell icon [1], as well as floating on the righthand side of your page [2].
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Webhooks
To receive updates about Merchant lifecycle events programmatically, you can subscribe to these webhooks:
Webhook properties | |||
---|---|---|---|
Lifecycle event
|
entity |
type |
_embedded |
Merchant is created | merchant |
created |
merchants[0].onboarding_state: PROVISIONING |
verification |
created |
verifications[0].state: PENDING |
|
Merchant is approved | merchant |
underwritten |
merchants[0].onboarding_state: APPROVED |
merchant |
updated |
merchants[0].onboarding_state: APPROVED |
|
verification |
updated |
verifications[0].state: SUCCEEDED |
|
Merchant is rejected | merchant |
updated |
merchants[0].onboarding_state: REJECTED |
verification |
updated |
verifications[0].state: FAILED |
|
Merchant updates requested | merchant |
updated |
merchants[0].onboarding_state: UPDATE_REQUESTED |
verification |
updated |
verifications[0].state: FAILED |
|
Merchant updates submitted | verification |
created |
verifications[0].state: PENDING |
See our webhooks guide for information on how to integrate into our webhooks.