Processing Account Application Link

Processing account application links are a simple way to onboard a new processing account with a light integration lift. You can create a link through the processing accounts api or trigger an email to the appropriate person with a secure application link.

Application links are a great way to share an application with multiple parties. By using application links, multiple parties can fill out the relevant information and have an authorized signer sign and complete a application.

Generate Link

curl "https://api.payload.co/processing_accounts/" \
    -X POST \
    -u secret_key_3bW9JMZtPVDOfFNzwRdfE: \
    -d name="Sample Business" \
    -d application_link=true

acc = pl.ProcessingAccount.create(
    name="Sample Business",
    application_link=True
)

print(acc.application_link['url']) # Secure application link

acc = Payload::ProcessingAccount.create(
    name: 'Sample Business',
    application_link: true
)

puts acc.application_link['url'] # Secure application link

<?php
$acc = Payload\ProcessingAccount::create([
    "name" => "Sample Business",
    "application_link" =>  true
]);

echo $acc->application_link["url"]; # Secure application link
echo "\n";
?>

const acc = await pl.ProcessingAccount.create({
    name: 'Sample Business',
    application_link: true
})

console.log(acc.application_link.url) // Secure application link

var acc = await pl.ProcessingAccount.CreateAsync(new {
    name = "Sample Business",
    application_link = true
});

Console.WriteLine(acc.Data.application_link.url); // Secure application link

You can generate an email link by setting the application_link attribute to true when creating a new account. This will generate a secure link that can be shared with the authorized signers of the business.

Email Link

curl "https://api.payload.co/notifications/" \
    -X POST \
    -u secret_key_3bW9JMZtPVDOfFNzwRdfE: \
    -d name="Recipient Name" \
    -d email="[email protected]" \
    -d type="processing_application" \
    -d processing_application[processing_id]=<procesing_id>

acc = pl.ProcessingAccount.create(name="Sample Business")

ntfy = pl.Notification.create(
    name='Recipient Name',
    email='[email protected]',
    type='processing_application',
    processing_application={
        'processing_id': acc.id
    }
)

acc = Payload::ProcessingAccount.create(
    name: 'Sample Business'
)

ntfy = Payload::Notification.create(
    name: 'Recipient Name',
    email: '[email protected]'
    type: 'processing_application',
    processing_application: {
        processing_id: acc.id
    }
)

<?php
$acc = Payload\ProcessingAccount::create([
    "name" => "Sample Business"
]);

$ntfy = Payload\ProcessingAccount::create([
    "name" => "Recipient Name",
    "email" => "[email protected]",
    "type" => "processing_application",
    "processing_application" => [
        "processing_id" => $acc->id
    ]
]);
?>

const acc = await pl.ProcessingAccount.create({ name: 'Sample Business' })

const notifcation = await pl.Notification.create({
    name: 'Recipient Name',
    email: '[email protected]',
    type: 'processing_application',
    processing_application: {
        'processing_id': acc.id
    }
})

var acc = await pl.ProcessingAccount.CreateAsync(new {
    name = "Sample Business"
});

var ntfy = await pl.Notification.CreateAsync(new {
    name="Recipient Name",
    email="[email protected]",
    type="processing_application",
    processing_application=new {
        processing_id=acc.id
    }
})

Using the /notifications API, an application can be automatically emailed to any needed recipients to fill out and/or sign.

To trigger an email with a secure application link, pass the processing_id of the account that needs to be completed in as the sole attribute of a processing_application nested object as shown in the examples.