Send events to your own systems

When a lead comes in, a quote is signed or a payment lands, post it to an address of yours: Make, Zapier, n8n or your own server.

WhereSettings›System›Connections›API and webhooks

A webhook posts what just happened to an address you give it. Use it to start a Make scenario, a Zapier "catch hook", an n8n flow, or your own server when something happens here.

Steps

  1. Open Settings, System, Connections, API and webhooks and the Events out tab.
  2. Press New webhook.
  3. Give it a Name, and paste the address under Post to. It must start with https.
  4. Under When, tick the events it wants: for example Lead created, Quote accepted, Order created, Payment recorded, Stop status changed, Text received or Call logged.
  5. Press Make the webhook.
  6. Copy the signing secret. It is shown once. Make and Zapier can ignore it; a developer uses it to check a post really came from you.
  7. Press Send a test and check it arrived.

Good to know

  • Each post carries the record's own fields as they are at that moment.
  • The address must answer within ten seconds. Anything else is tried again after a minute, five, half an hour, two hours and twelve, then given up.
  • Deliveries lists the last fifty posts, newest first. Open one to see what was sent and what came back, and press Send again to repeat it.
  • Switch a webhook off and on with its switch, or press New secret to replace its signing secret.
  • A webhook marked Made by a key was made by a tool such as Zapier for itself. It goes when the Zap is turned off or the key is revoked.
  • Leads coming in from your website use the Leads in tab: see Lead forms from your website.

If something goes wrong

  • The webhook shows failed posts. Open the delivery in Deliveries: the error and the address's own answer are there. Fix the receiving side, then Send again.
  • Events out is missing. It needs the right to change connections, and Simple mode hides it. See Simple mode.
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