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Webhooks from Automation

Fire a webhook to another system based on a status change or new job/order.

Webhooks are available in Quotations and Jobs/Sales Orders.

1. Click on the cog

Click on the cog

2. A. Select Automations

B. Click on the module to run the webhook from (in this case, Jobs/Orders)

Step 2

C. Click on Add New

3. Give the automation a name and click on Active

Click on Active

4. Click on Save

Click on Save

5. If you choose to run the automation when a status is changed, set the status in the conditions.

If you choose to run the automation when a status is changed, set the status in the conditions.

6. A. In the Actions tab, click on 'Select New Action'

B. Select Select New Action...

Step 6

7. A. Put the target URL in the top box

B. The 'Type' is a free-text identifier you can use in the other system to help manage the calls

Step 7

8. Click on Save & Close

Click on Save & Close


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