A webhook in web development is a method of augmenting or altering the behavior of a web page or web application with custom callbacks. These callbacks may be maintained, modified, and managed by third-party users and developers who may not necessarily be affiliated with the originating website or application.
Prequisites
Permissions: Integration > Webhooks > Basic Access: Toggle on Create & Administrative Access: Read All, Update All and Delete All.
Product Plans: All
Activities to be Completed: None
Step by step process
1.) Navigate to CRM Settings>> Integration>>Webhook
2.) Select the option as webhooks under integration.
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3.) Create new webhook by clicking the option as add new webhook.
4.) Click on add new webhook and enter the relevant details.
Authentication Types-
No authentication required- Username and password is not required in this case and custom parameters are required for this like name, id.
API Key- Unique application programming interface.
Bearer Token- Unique Authentications keys specific to the user
Basic Authentication- Username and password is required for basic authentication.
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Webhook can be created on following entities- Lead, Contact, Deal, Company, Task, Quotation, Meeting, Call, user, account.
5.) Following actions can be performed on following entities-
- Lead- Created, Updated, Deleted.
- Contact- Created, Updated, Deleted.
- Deal- Created, Updated, Deleted.
- Company- Created, Updated, Deleted.
- Task- Created, Updated, Deleted.
- Quotation- Created, Updated, Deleted.
- Meeting- Created, Updated, Deleted.
- Call- Created, Updated, Deleted.
- User- Created, Updated, Activated, Deactivated.
- Account-Updated
Status can be activate and inactivate.
6.) Click on save it once all the details are added.