Create or update rules

Managing new and existing rules via Codat Portal

New webhook service available

This page describes the functionality of our legacy webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. offering. Learn more about our new webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. service and see how you can migrate to use it instead.

Required permissions

You'll need to be an Administrator or Developer user to create rules. Analyst users can view events but not create or modify rules.

Create a new rule

1. Sign in to the Codat Portal.
2. In the navigation bar, select Settings > WebhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. > Rules.
3. Select Create new rule. The Create new rule modal is displayed.
4. From the Rule type dropdown, select the event you would like to be notified of. See Rule types for more details of the events that trigger a webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. and the details included in the notification.
5. In the CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. dropdown, select the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. that you would like to monitor, or select All companies to make all companies trigger this rule.
6. By default, webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. triggered by rules are shown in the Codat Portal, but you can also choose to send them by email or post them to a webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status.. To do this:
   • In the Email addresses to notify box, enter a comma-separated list of email addresses that should receive the notification.
   • In the WebhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. notification URL box enter the URL that you would like webhookWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status. details posted to. See Rule types for more details.
7. Select Save changes.

Update an existing rule

You can update the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. you want to monitor, or the notification methods you want to use for a rule at any time.

1. Follow steps 1 and 2 in Create a new rule.
2. On the Rules page, find the rule you're interested in and click its Edit icon.
3. Update the rule as required.
4. Select Save changes.