Getting started

Learn how to make your first workflow using TransactionLink API

Intro to our developer resources

 

How to create your first workflow?

 
In this guide you'll learn how to use our widget and run your first workflow.

❗️

Graphical builder is still under development, so you need to contact our team to configure the workflow. We will create a workflow for you with selected integrations in your workspace. Create account and feel free to send message to us at [email protected].

 

Step 1: Create a workspace

  • Create account in dashboard
  • Go to https://dashboard.sandbox.transactionlink.io/panel
  • Click the "Workspaces +" button.
  • Give your workspace a name and description
  • Click "Create" button to create the workspace.
  • In the next steps we will go through the integration process


 

Step 2: Configure integrations

  • Select the workspace
  • Go to configuration section
  • Enable TL AIS Integration
  • Select the configuration, more on this can be found in the section related to the specific application
  • Give your workspace a name and description
  • Click "Save" button
  • If you already have a configured widget, clear the browser cache before testing

 

Step 3: Add widget to your site

To allow your customers to interact with your workflow, you need to put our embeddable widget in your web application. You can find a complete tutorial with ready-made code snippets that will show you how to do that.

 

Step 4: Configure webhook

In order to receive information about the process progress as well as to receive process result data we must define a webhook (HTTP service) to which TransactionLink will send the events.

How to configure Webhook:

  • Inside Dashboard, in Integration tab click Add webhook
  • Define the url of your service that will receive the data
  • Click Add to save it

 

📘

Test it with ngrok

If you don't have a service accessible from public network to receive data, we can recommend using ngrok which is reverse proxy fronting web service. Ngrok is the fastest way to put your app on the internet.

 

 

Step 5: Get the output after receiving the webhook notification

Just after process end your webhook service should receive data as below.
This data is necessary to retrieve the process result.

{
  "partyId" : "33e35574-6a97-4e93-94ee-2f28ab3c97c7",
  "workflowId" : "cd1c4384-bb5b-4483-8974-d8b3ef935843",
  "workflowReferenceName" : "70953b16-704a-43a7-b9d0-6cb7d63e491c",
  "workflowStatus" : "COMPLETED",
  "workspaceId" : "aebf8333-5b3e-4840-92dc-f4c8c2c56051"
}

To get process result you have to call TransactionLink service Get output of specific workflow API using workflowReferenceName, partyId and workflowId from webhook event data.

{
    "ais": {
        "identity": {
            "firstName": "Anna",
            "lastName": "Nowak",
            "personalIdentityNumber": "81021118350",
            "personAddresses": {
                "registry": {
                    "city": "Pcim",
                    "country": "Poland",
                    "postalCode": "32-432",
                    "street": "Pcim 143"
                }
            },
            "citizenship": "Poland",
            "gender": "M",
            "birthDate": "1981-02-11",
            "resourceType": "PERSON"
        },
        "accounts": [
            {
                "id": "ad09b363-8614-4b4a-820a-e9f325043932",
                "number": "PL28114020040000330279698727",
                "name": "Konto Firmowe",
                "openedAt": "2017-10-15T15:26:26.752Z",
                "currency": "PLN",
                "availableBalance": 18965887,
                "bookingBalance": 18965887,
                "overdraftLimit": 0,
                "bic": "IEEAPLPAXXX",
                "bankName": "Idea Bank S.A.",
                "transactions": [
                    {
                        "id": "e2867fc8-fddf-4157-ab64-aba306e9674e",
                        "accountId": "ad09b363-8614-4b4a-820a-e9f325043932",
                        "amount": 7795,
                        "currency": "PLN",
                        "title": "Faktura za wynajem",
                        "tradedAt": "2022-04-20T19:47:12.966Z",
                        "status": "DONE",
                        "accountNumber": "PL28114020040000330279698727",
                        "description": "additional info",
                        "bookedAt": "2022-04-20T19:47:12.966Z",
                        "counterpartyAccount": "PL23116022600319418058981335",
                        "counterpartyName": "Sklep Alexander",
                        "counterpartyBic": "IEEAPLPAXXX",
                        "counterpartyBankName": "Bank Millenium SA",
                        "category": "TRANSFER",
                        "postTransactionBalance": 6613.29
                    },
                ]
            }
        ]
    }
}

 

Step 6: Getting started completed

Congratulations ! you just finished your first integration with TransactionLink.

 


What’s Next

There's plenty more you can do with Transactionlink