Trigger webhook: Lead created

Overview

In this guide we will explain how to trigger a webhook when a lead is created. To do this we need to create a Lifecycle Rule to be trigged on Lead creation and execute a "Push to webhook" action.

Create an external API

An external API configuration describes how to call your own webhook. Follow the steps below

• Navigate to Admin > External APIs
• Click ⊕ New External API

• Provide your API url and confgure other details like:
• • Configure http method
  • Authentication headers
• Update the API Name
• Click Save to save this API

Create a Lifecycle Rule

• Navigate to Admin > Lead > Lifecycle Rules
• Click Post Creation sub tab
• • Click the Add button
• In New Lifecycle modal
• • Add a name for the rule like "push lead to webhook"
  • Click "Add" again
• In Rule builder page
• • Triggering Event Node: Lead Creation by default
  • • Edit the node to add additional conditions
  • Take Action Node:
  • • Click + Add Action button
    • Click on Do
  • In drawer, select "Push to webhook" and click "Save"
• Webhook Configuration drawer
• • Select PROCEDURE under Object Type
  • Lead under "procedure"
  • Select the external api from under the External API section.
  • • Create a new one if not already creatd
  • Click Save to save the webhook config
  • Click Save again to save the Lifecycle Rule
• Make the Lifecycle Rule Active