Administrative Directory¶
View Webhooks¶
Dashboard > View Webhooks¶
LINK to webhook documentation
To navigate to webhook options, click the View Webhooks button from the Dashboard page. From here, webhooks can be viewed, created, or deleted. The following are some popular webhooks to note:
createTrade\ Notification of when an investment has been made\ createAccount and createParty\ Notification of when an investor signs up on your platform and makes it through the KYC/AML process.\ updateExternalFundMoveStatus and/or updateCCFundMoveStatus\ Notification of change of payment status. Example: when a card is declined and an alternative route needs to be decided. (retry or new payment)
Add Webhook¶
Dashboard > View Webhooks > Add Webhook¶
To subscribe to a webhook, select Add Webhook, select the desired webhook and enter the webhook URL. The URL is where the webhook will be posted.
Email or Mobile selections can be made if you want to be notified of the webhook firing via email or text. To finish notification setup, select Webhook Notification to enter the desired email or mobile number for the notification to go to.
Webhook Notification¶
Dashboard > View Webhooks > Webhook Notification¶
Selecting the Webhook Notification button from the View Webhooks page will show a list of all email addresses and phone numbers the admin user is subscribed to for webhook notifications. This data can be edited, deleted, and/or exported.
View Notification List¶
Dashboard > View Notification List¶
This is a quick link to view all webhook notifications that have been set up. See above (Webhook Notification) for more details.
Webhook Troubleshooting / Knowledge Base¶
If at any point further assistance is needed, please refer to the Loom videos and knowledge base links below before contacting techsupport@NorthCapital.com.
Webhook Setup Visual Resources
TransactAPI Webhook Notifications
Webhook Troubleshooting / Knowledge Links
Is there a webhook for when a user signs subscription documents?
How do I set up webhooks and/or email notifications for certain events?
How can I encrypt webhook events?
Subscription Document Credentials¶
Dashboard > Subscription Document Credentials¶
If DocuSign is the chosen method for signing and collecting subscription documents, several steps need to be followed to attach a chosen DocuSign template to the offering. Please note that only a live Business Pro DocuSign account can support this functionality.
To complete this process, first enter the client’s Docusign credentials including email address, password, and account number. Note: the DocuSign account number can be found under Account Information in the top right corner of the DocuSign homepage.
Test Connection\ Ensuring the correct information was input can be accomplished through the Test Connection button. “Connection Successful” will appear if the link was correctly initiated.
DocuSign Troubleshooting / Knowledge Base¶
If at any point further assistance is needed, please refer to the Loom videos and knowledge base links below before contacting techsupport@NorthCapital.com.
DocuSign Integration Visual Resources
How to add a subscription document in TAPI (DocuSign)
DocuSign Troubleshooting / Knowledge Links
How do I link my DocuSign account to my TransactAPI account?
When do the subscription documents get sent out to investors?
Manage Contact Information¶
Dashboard > Manage Contact Information¶
This is a location to store any desired contact information.
API Counts/Limits¶
Dashboard > API Counts/Limits¶
The API Counts and Limits page tracks API calls associated with the client. The total amount of API calls within the current calendar month will be listed here.
Public Documentation¶
Dashboard > Public Documentation¶
This is a link to North Capital’s API documentation. API Docs, the API Developer Guide, as well as this TransactAPI Admin Guide can be found through this link.
KYC/AML Testing Information¶
Dashboard > KYC/AML Testing Information¶
This button links to a pdf document containing all necessary dummy information for testing purposes.
