Webhooks

You can subscribe to webhooks to notify you of changes that occur on various entities. The entire list of webhooks is here

To start receiving notifications you must first subscribe to a given event. We have additional endpoints to view your webhook subscriptions as well as delete so as to make your configuration easy.

We support the following events for the specific resources.

Find below events and sample payloads you can expect under each resource:

# USERS

onboarding_status - This will notify the subscriber on any change on onboarding_status for a given user. It is specifically related to the user creation flow when you can be able to track changes on the status

{
  "data": {
    "id": 1,
    "onboarding_status": "Complete"
  },
  "meta": {
    "resource": "Users",
    "sent_at": "2023-01-01T00:00:00.570711Z",
    "event": "onboarding_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

# INVESTMENTS

investment_status - This will notify the subscriber on any status change for a given investment

{
  "data": {
    "id": 1,
    "status": "Complete"
  },
  "meta": {
    "resource": "Investments",
    "sent_at": "2023-01-01T00:00:00.570711Z",
    "event": "investment_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

# JOBS

job_status - This will notify the subscriber on any status change for a given job

{
  "data": {
    "id": 1,
    "status": "Complete"
  },
  "meta": {
    "resource": "Jobs",
    "sent_at": "2023-01-01T00:00:00.570711Z",
    "event": "job_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

# DEALS

deal_status - This notifies on any status change for a given deal

{
  "data": {
    "id": 1,
    "status": "Draft"
  },
  "meta": {
    "resource": "Deals",
    "sent_at": "2023-01-01T00:00:00.570711Z",
    "event": "deal_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

# ACCOUNT REVIEWS

account_review_status - This will notify the subscriber on any status change for account_reviews.

{
  "data": {
    "id": 1,
    "status": "Approved"
  },
  "meta": {
    "resource": "Account Review",
    "sent_at": "2023-01-01T00:00:00.570711Z",
    "event": "account_review_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

# BENEFICIARY REVIEWS

beneficiary_review_status - This will notify the subscriber on any status change for beneficiary reviews.

{
  "data": {
    "id": 1,
    "status": "Approved"
  },
  "meta": {
    "resource": "Primary Beneficiary Change Review",
    "sent_at": "2023-01-01T00:00:00.570711Z",
    "event": "beneficiary_review_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

# DEPOSIT QUEUES

deposit_queues_status - This will notify the subscriber on any status change for deposit queues. Allowing you to track when it gets put in different states that are actionable

{
  "data": {
    "id": 1,
    "processed": true
  },
  "meta": {
    "resource": "DepositQueues",
    "sent_at": "2023-01-01T00:00:00.570711Z",
    "event": "deposit_queues_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

# LEDGERS

ledgers_status - This will notify the subscriber on any status change for ledgers.

{
  "data": {
    "id": 1,
    "transaction_status": "Pending",
    "assets" : [1, 2]

  },
  "meta": {
    "resource": "Ledgers",
    "sent_at": "2023-01-01T00:00:00.570711Z",
    "event": "ledgers_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

# ACCOUNTS

account_status - This will notify the subscriber on any status change for accounts.

{
  "data": {
    "id": 1,
    "status": "Active"
  },
  "meta": {
    "resource": "Accounts",
    "sent_at": "2023-01-01T00:00:00.570711Z",
    "event": "account_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

#TRANSFER INS

transfer_status - This will notify the subscriber on any status change for transfers.

{
  "data": {
    "id": 1,
    "status": "On Hold For Correction"
  },
  "meta": {
    "resource": "Transfer In",
    "sent_at": "2023-01-01T00:00:00.570711Z",
    "event": "transfer_in_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

#ACH PULLS
ach_pull_status - This will notify the subscriber on any status change for ACH pulls

{
  "data": {
    "id": 1,
    "last_transaction_status": "Successful",
    "last_transaction_date": "2025-04-10",
    "next_transaction_date": null,
    "amount": "100.00",
    "bank_account_id": 1
  },
  "meta": {
    "resource": "AchPulls",
    "sent_at": "2025-04-10T00:00:00.000000Z",
    "event": "ach_pull_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

#ASSET PAYMENTS
asset_payment_status - This will notify the subscriber on any payment targeting an asset

{
  "data": {
    "id": 1,
    "transaction_status": "Pending",
    "transaction_type": "Dividend Income",
    "assets": [
      2
    ]
  },
  "meta": {
    "resource": "Ledgers",
    "sent_at": "2025-04-10T00:00:00.000000Z",
    "event": "asset_payment_status",
    "action": "Updated",
    "url": "https://example/callback"
  }
}

#BILLPAYS

billpay_created - This will notify the subscriber on any billpay creation.

{
  "data": {
    "id": 1,
    "account_id": 2,
    "investment_id": 3
  },
  "meta": {
    "resource": "Billpays",
    "sent_at": "2025-08-12T00:00:00.000000Z",
    "event": "billpay_created",
    "action": "Updated",
    "url": "https://example/callback"
  }
}