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Supercharge Your Legal CRM with the Powerful Webhooks Integration! Follow

Legal CRM Support
  • Updated

Integrating with Webhooks – Instapage Help Center

 

Overview

The Webhooks feature in our Legal CRM provides a powerful way to integrate external applications with our system. By leveraging this feature, you can automate the process of sending data from your CRM to any external endpoint based on a specific status change.

 

Practical Use Cases

  • Automatic Data Sync: Keep external systems updated with real-time status changes in your CRM.
  • Document Sharing: Automatically send relevant case documents to external stakeholders or systems.
  • Custom Workflows: Configure webhooks to notify third-party systems or services about key updates.

 

 

Accessing Webhook Settings

  • Navigation: Go to Setup > Webhook Settings.
    • Access: This page is restricted to Admin users only.

 

Configuring a Webhook

  1. To start click on "Add New Webhook"
  2. Naming / Enable & Disable: Every webhook is required to have a name. Its also important to note that you have the ability to turn ON and OFF your webooks. 

  3. Webhook Types: You can configure webhooks to send data using the following HTTP request methods: GET, POST, & PUT

  4. Endpoint & testing: Please enter in your desired endpoint in the "API URL" text box. Next to this field we also have a "Test" feature which will submit a sample payload in real time. 

  5. Data Transmission:

    • Form Data: Currently, only form-data content-type is supported for outgoing request bodies
      • Future Enhancements: More content-types will be supported in upcoming updates.

  6. Triggering Events:

    • Lead/Case Status Change: Webhooks are triggered automatically when a lead or case status changes. In each webhook you can select one or more statuses that will trigger the webhook. 
    • Case Type Filtering: You can select case types to filter which webhooks are triggered for specific leads/cases. 

  7. Document Posting:

    • Attach a document to your webhook by selecting specific document categories to be included in the outbound post. All documents that have this category inside the lead/case that gets triggered, will be included. 
  8. Data mapping:
    • You have the ability to map any default and custom field lead/case data into your webhook.
    •  
    • We also have the ability to add hardcoded values.

 

Manual Triggering

  • Users can manually trigger one or more webhooks from within the lead/case action menu.

Monitoring & Reporting

  • All API responses from the webhook are logged within the activity log of the respective record, ensuring transparency and ease of troubleshooting.
  • To report on successful and failed webhook responses you can also use the Newsfeed. Here you can filter out specific responses and bulk export the lead/case activity logs. 
    • Newsfeed types
      • Webhook Failed Internally: There was a CRM side error preventing this webhook from being triggered. 
      • Webhook Failed Response: The API endpoint you are trying to reach returned a failed response. 
      • Webhook Success Response:The API endpoint you are trying to reach returned a success response. 

Future Updates

  • Expanded support for additional content-types is on the roadmap, enabling greater flexibility in data handling.

Submit Feedback/Enhancement requests

 

Take advantage of the Webhooks feature to streamline your workflows and enhance integration capabilities with your Legal CRM!

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