How to Configure Webhooks in One Click Contractor Estimator

Article Introduction

In the Estimator, webhooks allow you to send data to an external system when specific events occur.

To begin using webhooks, you must create and configure a webhook by defining an endpoint, selecting authentication, and choosing which events will trigger it.

Configure the Webhook Endpoint

• Enter the Endpoint URL

This is the destination where webhook data will be sent. The receiving system must be able to accept incoming requests.

Select Authentication Type

• Choose an Authentication Method

Available options include:

• No Authentication
• Basic Authentication

If Basic Authentication is used, credentials must be provided for the receiving system.

Select Webhook Events

• Choose the events that will trigger the webhook

Events are grouped by object and may include:

• Job events
• Estimate events
• Document events
• Payment events

Each selected event will trigger a webhook when that action occurs.

Enable the Webhook

• Once saved, toggle the webhook on to enable.

Once enabled, the webhook will begin sending data when selected events occur.

Note: you can also edit the webhook by clicking on the pen, or delete it by clicking on the trash bin icon