Web hook after a deal closes


#1

Hi,

We are creating an external app where submited files are compiled into a single PDF after a deal closes.

When a deal closes we want to notify the App via a webhook. At the moment we are not seeing the any test subscription data coming through in the URL we have specified.

Please can you also confirm that where a contact has multiple deals the webhook post continues every time a new deal closes.

Regards,
Mark


#2

Hi,

When a deal closes we want to notify the server via a webhook. At the moment we are not seeing the any test subscription data coming through in the URL we have specified in the webhook.

Regards,
Mark


#3

Hi @markdelange,

Just to make sure that we're on the same page, are you referring to the Webhook API, or the webhook action in the Workflows tool? If you're referring to the workflow webhook action, then there's likely going to be some complexity since the workflows tool's enrollment is (currently) based on contact records, not deal records. This means that your workflow enrolls checks for contacts that have associated deals that meet your criteria.

I'd recommend using the Webhooks API; it's a more robust solution that allows you to subscribe to updates to the actual dealstage deal property: