Outbound webhooks are a way to send information from one system to another, typically when a specific action occurs.
Within DenGro you can create an outbound webhook to notify an external application/software of an event such as a new lead coming in. Think of it like a spider web where information captured in DenGro can be sent out to other software as things are happening with your lead.
For example you could create an outbound webhook to alert Mailchimp of a new lead and add them to a mailing list.
Or it could notify Zapier to create a Zap which is then connected to thousands of apps.
Sounds good, how do I create an outbound webhook?
Firstly you will need to have a Manager or Integrator role.
If you do, head to the Integrations page found under the Settings tab (the cog icon in the menu bar).
Then scroll to the section called 'Outbound Webhook'.
Then press 'Create Outbound Webhook'
The first step is to give your outbound webhook a unique name such as 'Mailchimp New Subscribers hook'.
Then enter your outbound webhook URL which you will get from the application you want to send data to.
Then select Generate Key which is needed for DenGro to send data via the outbound webhook URL.
The final step is to tick the events you want the outbound webhook to be used for.
One webhook can be used for as multiple events.
Once you have selected which events you want the hook to be triggered for press ACTIVE to put it live.
That's it, the hook will then be active and send data for the events selected until you mark it as paused.
What are the events that can trigger the outbound webhook?
LEAD CREATED
Triggered when a new lead is created/added to your account, also triggers when a lead is assigned to your account from a Group/other Practice account.
LEAD UPDATED
Triggered when a lead’s contact details are updated
LEAD DELETED
Triggered when a lead is deleted
REFERRAL CREATED
Triggered when a referral is received into your account
REFERRAL UPDATED
Triggered when a referral’s contact details are updated
REFERRAL DELETED
Triggered when a referral is deleted
ENQUIRY CREATED
Triggered when an enquiry is received into your account
ENQUIRY UPDATED
Triggered when an enquiry’s contact details are updated
ENQUIRY DELETED
Triggered when an enquiry is deleted
LEAD JOURNEY CREATED
Triggered when a new Treatment Enquiry is created, this may be the lead’s initial enquiry or an additional enquiry added to an existing lead.
LEAD JOURNEY UPDATED
Triggered when a Treatment Enquiry’s status is updated, for example, an enquiry that transitions from New to Consultation Booked.