Setting Up a Webhook
Owner Only
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Navigate to the Integrations page through the sidebar menu.
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Expand the Webhook section and click the New Webhook button.
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In the first dropdown menu, select a webhook event from the list.
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Some examples/highly used webhook events include:
- Customer Creation
- Proposal Update
- Contract Signed
- Contract Signed TPO
- Status Changed: This is particularly useful as it triggers whenever any change happens on a customer's page (manually or through Solo).
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- Specify where the data should be sent (e.g., Zapier).
- Enter the destination URL.
- Click Add Webhook.