How to use Webhooks?

Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)

  How to use Webhooks

When you have several systems, it is useful that they can communicate with each other to save time in your processes.

Imagine that you have a point of sale and the whole process of prospecting, opportunity and sale is carried out in the CRM, but when the negotiation is closed, what you need is that the point of sale starts the post sale with the new customer.

Suppose you capture the sale, this is an event within the CRM, which can be reported to the point of sale using a Webhook.

What do you need?

A development or programming team that can read the API documentation. They will be able to see what is the best case for connecting the two systems.

The programmer requires a security token to make the request. You will have to go to our documentation to find the types of tokens you can use depending on the case.

As we said above, it is important that whoever makes these configurations knows how to program code.

Webhook configuration in the System menu

Your programmer should go to System > Integrations > Webhooks. 

When you click on Add Webhook, you can assign a name, for example "sale". Then you have to add the event, in this example, "new sale".

The method would be Post, because the Webhook is made after the sale is captured. The URL refers to which address will be sent. Finally, Key and Value are added, which the developer can define as he likes.

Once the Webhook is created, it will appear in the list with its name, which event, the url address, the method, as well as when it has been executed and the status.

The context menu shows the last execution, the history, the configuration and the possibility of deactivating or deleting the Webhook in question.

What events can you report?

  1. Customer phase change
  2. Opportunities phase change
  3. Leads phase change
  4. Archived customer
  5. Customer shared
  6. Discarded customer
  7. Edited customer
  8. Tagged client
  9. Unshared client
  10. New client
  11. Reactivated client
  12. Reassigned client
  13. Quote created
  14. Edited sales opportunity
  15. New sales opportunity
  16. Reactivated sales opportunity
  17. Opportunities reassigned
  18. Archived Prospectus
  19. Prospect shared
  20. Prospectus discarded
  21. Prospectus edited
  22. Labeled prospectus
  23. Prospectus not shared
  24. New leaflet
  25. Brochure reactivated
  26. Reassigned prospectus
  27. Customer follow-up
  28. Opportunity follow-up
  29. Follow-up to prospect
  30. New sale