Setting Up a Webhook

1. Navigate to the Integrations page through the sidebar menu.

2. Expand the Webhook section and click the New Webhook button.

3. In the first dropdown menu, select a webhook event from the list.

   1. Some examples/highly used webhook events include:

      1. Customer Creation
      2. Proposal Update
      3. Contract Signed
      4. Contract Signed TPO
      5. Status Changed: This is particularly useful as it triggers whenever any change happens on a customer's page (manually or through Solo).
4. Specify where the data should be sent (e.g., Zapier).
5. Enter the destination URL.
6. Click Add Webhook.