# Email approval requests with Zapier

Dfns offers webhooks to notify your systems when events occur on your wallets. One of them,  can be used for a transfer approval has been requested (amongst other types of requests) `policy.approval.pending`. We will use this event to trigger a Zapier (or other similar tools) automation that sends an email to the approver. 

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### :star: Watch the first steps of this tutorial on video :star: 

Scroll to the end of the page to watch the first steps on video!
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### Create the base automation

On Zapier, configure the trigger: "Webhooks by Zapier: Catch Hook"

<i class="fa-hand-point-right">:hand-point-right:</i> Get the **webhook url** from that first block: in "Test" and copy the address. It should be an `https://`  address.&#x20;

<figure><img src="https://3953120539-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtnSPOZGQ2hBmgoVWX5H6%2Fuploads%2FbgZIGYkhH5TnxbNttGw3%2FCapture%20d%E2%80%99e%CC%81cran%202025-08-18%20a%CC%80%2013.26.22.png?alt=media&#x26;token=59583a52-1227-4d6d-8be3-a38cab82ec4d" alt="" width="375"><figcaption></figcaption></figure>

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### Create a Webhook on your Dfns organization

On the Dfns dashboard, navigate to Settings > Webhooks (direct link: <https://app.dfns.io/v3/settings/developers/webhooks>) and click <i class="fa-circle-plus">:circle-plus:</i> **New Webhook**.&#x20;

Copy your Zapier webhook URL into the "url" field, give a description and select "Specific Events" with only "**policy.approval.pending**", then save. You will have to :key: sign the creation with your passkey.&#x20;

<figure><img src="https://3953120539-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtnSPOZGQ2hBmgoVWX5H6%2Fuploads%2FV2qPtyIUlO6THRi9K35g%2FCapture%20d%E2%80%99e%CC%81cran%202025-08-18%20a%CC%80%2013.33.36.png?alt=media&#x26;token=5147e8a3-79b3-4d57-b60c-dcbdc072b14c" alt="" width="375"><figcaption></figcaption></figure>

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Congratulations, you have the basic architecture to take action when an approval is requested! Now lets configure the actions.&#x20;
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### Create a policy to request approval

Make sure you have a policy to trigger. For example a policy that always trigger on transfer requests.&#x20;

You can follow the following tutorial to create it: [create-policies](https://docs-legacy.dfns.co/d/getting-started/onboarding-to-dfns/create-policies "mention")

Trigger the policy (for example by requesting a transfer) so that Zapier receives the information and can help you use the data to write an email.&#x20;

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### Send an email from your automation

Add an action "Email by Zapier: Send Outbound Email" connected to your Webhook trigger.&#x20;

<figure><img src="https://3953120539-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtnSPOZGQ2hBmgoVWX5H6%2Fuploads%2FBZIUC55rBb8RokmIPBSm%2FCapture%20d%E2%80%99e%CC%81cran%202025-08-18%20a%CC%80%2013.47.45.png?alt=media&#x26;token=6070213a-64bc-445e-aaa5-136f2b57479c" alt="" width="362"><figcaption></figcaption></figure>

Configure the email by entering the list of recipients, a topic, and a message.&#x20;

Example of message:&#x20;

```
Hello! 

Please review and approve the following transfer request:
[1. Kind] transfer of [1. Asset Symbol] to the wallet [1. To] on [1. Network]. 

Transfer id is: [1. TransferRequest Id]

Please login to https://app.dfns.io/v3/org/policies/approvals to accept or refuse. 
```

Save, Publish and trigger a transfer to test the automation!

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Congratulations! you are now sending an email when an approval has been requested.&#x20;
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### Going further: display the amount properly

Dfns displays asset amounts with the network maximum precision, and provides a description of the number of decimals. So in order to display the amount properly, you need to divide $$amount$$  by $$10^{decimals}$$. In the example below: `1000000000` for `7` decimals so $$1000 000 00 / 10^7 = 100$$ units!

In Zapier, insert a block "Formatter by Zapier: Numbers" before the email block.&#x20;

Configure the fields:&#x20;

* Transform: Perform Math Operation
* Operation: Divide
* Input:&#x20;
  * \[1. Amount]
  * 10^\[1. Asset Decimals]

<figure><img src="https://3953120539-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtnSPOZGQ2hBmgoVWX5H6%2Fuploads%2FrgkBWMHzNyeDfwjCevbP%2FCapture%20d%E2%80%99e%CC%81cran%202025-08-18%20a%CC%80%2014.03.14.png?alt=media&#x26;token=60dcbdde-64fa-47f3-b029-a6547529da48" alt="" width="375"><figcaption></figcaption></figure>

You can now update the email body to display the output:&#x20;

```
[1. Kind] transfer of [2. output] [1. Asset Symbol] to the wallet [1. To] on [1. Network]. 
```

Publish and trigger a policy to test again!&#x20;

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Congratulations! you are now displaying non-trivial information to your email recipient!
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### Going even further: query additional information about the request

Dfns provides a wide-range catalog of APIs to refine your email.&#x20;

For instance, the webhook sends the "Initiator Id" (`us-*****-*****-********`), which represents the user who triggered the policy. Let's get his information and include those in the email!&#x20;

You need a token to access the API. The best way is to create a service account, follow the tutorial on the page: [non-custody-1-2-dfns-api-using-a-service-account](https://docs-legacy.dfns.co/d/getting-started/onboarding-to-dfns/non-custody-1-2-dfns-api-using-a-service-account "mention") until you get a token. For rapid testing you can also copy your current session token from the dashboard (Settings > Personal Access Tokens > Copy the JWT token) but this token expires quickly so it's only good for temporary testing. &#x20;

<i class="fa-hand-point-right">:hand-point-right:</i> Copy your token

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Keep your token secret (and disable it when you don't need it anymore)!
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In Zapier, add a "Webhooks by Zapier: GET" after the formatter block, and configure the following fields:&#x20;

* **URL:** `https://api.dfns.io/auth/users/[1. Requester User Id]`
* **Headers:** add one called Authorization, with value: "`Bearer <paste your token>`"

And finally, update the email body to use the new data you gathered. For example:&#x20;

```
Please review and approve the following transfer request from [3. Name]:
```

Publish and trigger a policy to test again!&#x20;

{% hint style="success" %}
Congratulations! you are now displaying non-trivial information to your email recipient!
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You can now go as far as required to get more data about the event, refine the mail. Use our [api-docs](https://docs-legacy.dfns.co/d/api-docs "mention") to learn what you have access to!

### Video tutorial

{% embed url="<https://www.loom.com/share/b2475c3aafb24ccb9000df59dc958d47?sid=dad4d822-dda8-408b-8c19-6154b4736fab>" %}