Available On: Business Plus
Webhooks are your real-time data superheroes! No more waiting around – they let you push data instantly and sync your applications with UpKeep as events happen in your account.
For instance, when a work order is closed, the total cost can be sent straight to Quickbooks the moment the status changes to "Completed." Any event within your UpKeep account can trigger lightning-fast data sharing! ⚡🌐📊
Step 1: Create a "Catch Hook"
This will be the endpoint that will get triggered by events and sent your event data. This can either be a custom endpoint that your engineering team creates or you can use a more simple solution like Zapier to help create one.
Step 2: Copy the URL created from your webhook into your clipboard (you'll need it for Step 4)
Step 3: Send data from UpKeep to that webhook
Navigate over to the settings page in UpKeep and select "Webhooks"
On this page, press the "Add Webhook" button! You'll create a title, and then select "Let me choose individually"
Step 4: Paste in the URL from step 2 into the "Endpoint"
Step 5: Activate your Webhook
From here you'll then want to create the webhook, and then click in and press "Enable". Once the green light is on, you know your webhook is up and running!
Step 6: Test out your webhook
Now that you've created a webhook every time a work order status has been updated, let's go ahead and change the status of a work order to see if data is getting sent over!
Step 7: Create Actions Based Off Of Events triggered from that webhook
Now every single time a work order status is updated, the URL endpoint will be sent data about that work order. This will then enable you to do things like creating better two-way integrations with different applications!
One simple thing you can do is send a slack message each time a work order status has been changed!