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This guide covers information on webhook events and client category triggers.

Client category triggers descriptions

Webhook client event triggers

Adding or updating a client

Category: Client Triggers:
  • Client registered
  • Staff created verified client
  • Staff created unverified client
  • Client updated
Description: Covers all scenarios where a client is added or updated, whether by self-registration or staff action.

Client security and authentication

Category: Client Triggers:
  • Client added two_factor auth
  • Client removed two factor auth
  • Client password changed
  • Client password was reset
  • Client requested password reset
  • Client password setup required after import
  • Client exceeded max incorrect logins
  • Client login disabled
  • Client login enabled
Description: Tracks all security-related actions for client authentication and access.

Client login and account access

Category: Client Triggers:
  • Client logged in
  • Client login email updated
  • Client login username updated
  • Client was impersonated
Description: Captures login activity, credential changes, and impersonation by staff.

Client verification and communication

Category: Client Triggers:
  • Client verification required
  • New client support pin
  • Client notification emails disabled
Description: Monitors verification processes and communication preferences.

Client account status and wallet

Category: Client Triggers:
  • Client deleted
  • Client consolidation invoices dispatched
  • Client wallet balance adjusted
Description: Handles account deletions, consolidated billing, and wallet adjustments.