Webhooks v2

Webhooks v2 is an enhancement to our existing Webhooks functionality. This allows for more information to pull through, such as products, pricing, and customer information.

How It Works

The setup for Webhooks v2 has not changed much from the original Webhooks setup. There will be a toggle on the CRM and Appointments workflow to activate this feature. On the Document Routing, Results Routing, and Credit App Routing pages there will be a Webhooks toggle switch labeled “Use v2 (Recommended)” that can be toggled on and off. Toggling this switch ON will enable Webhooks v2. If the toggle is OFF you will continue using Webhooks v1.

Capabilities of Webhooks v2

Webhooks v2 can fetch Appointment information and bring it into SalesPro and it can push many other types of data out.

Fetching appointments has not changed from Webhooks v1 to Webhooks v2. Click here to check out our existing API Documentation to learn how to pull Appointments into SalesPro with Webhooks.

The data that can be pushed from SalesPro into other systems using Webhooks can be found below. There are many new fields that can be fetched including additional Customer info and info about the products and estimate.

New Webhook information is highlighted in YELLOW in the table below.

General Parameters

Parameter Name	Parameter Type	Description
trigger	String	This string will tell you which action caused the trigger. Options include contract, proposal, contract_verify, proposal_verify, credit_app, results.
user	User	The user that triggered the webhook.
customer	Customer	The customer that the user triggered the webhook for
estimate	Estimate	The estimate that was resulted. Note: This parameter is only sent when a lead is resulted (the trigger will be “results”).
fileURL	String	The url to the PDF file created within the app.
fileData	String	The base64 data of the PDF file created within the app. Note: This field will only be included if “Include PDF” is turned on in App Settings.

User

Parameter Name	Parameter Type	Description
id	String	The unique identifier for the user.
firstName	String	The first name of the user.
lastName	String	The last name of the user.
email	String	The email address of the user.
phoneNumber	String	The phone number of the user.
licenseNumber	String	The license number of the user.
username	String	The username of the user.
identifier	String	The identifier of the user.
office	Office	The office the user is currently logged into.

Customer

Parameter Name	Parameter Type	Description
id	String	The unique identifier for the customer.
estimateName	String	The saved name of the estimate.
apiSourceData	apiSourceData	The data downloaded from the API Source. This value will be null if the customer was created manually.
firstName	String	The customer’s first name.
lastName	String	The customer’s last name.
spouseFirstName	String	The spouse’s first name.
spouseLastName	String	The spouse’s last name.
street	String	The customer’s street address.
city	String	The customer’s city.
state	String	The customer’s state.
zipCode	String	The customer’s zip code.
phoneNumbers	Array	The customer’s phone number(s).
emails	Array	The customer’s email address(es).

API Source Data

Parameter Name	Parameter Type	Description
apiSource	String	The source of the data used to create the customer. Options include Marketsharp, Salesforce, LeadPerfection, Leap, and JobNimbus.
data		The JSON data that is returned from the apiSource that SalesPro used to create the customer.

Phone Number

Parameter Name	Parameter Type	Description
number	String	The Phone number for the customer.
note	String	The note added to the phone number.

Email

Parameter Name	Parameter Type	Description
email	String	The email address for the customer.
note	String	The note added to the email address.

Estimate

Parameter Name	Parameter Type	Description
id	String	The unique identifier for the estimate.
isSale	Boolean	Determines if the estimate was resulted as a Sale or No-Sale.
saleAmount	Float	The amount entered in the “Total Sale Amount” result field.
resultNote	Array	All Sale/No-Sale results combined in one paragraph.
activeCategories	Array	The categories that are marked as active in the estimate. Note: All values will be lowercased.
resultData	Object	The title and value for each individual results field.
addedCategories	Array	The unique categories of all added items to the estimate.
addedItems	Array	The added items that make up the estimate.
office	OfficeObject	The office the user was logged into when they created the estimate.

Result Data

Parameter Name	Parameter Type	Description
title	String	The title from the Results line.
value	String	The value from the Results line.

Added Item

Parameter Name	Parameter Type	Description
quantity	Float	The quantity of the added item.
tag	String	The value the user entered in for “Tag”.
isActive	Boolean	Determines if the user had the item active or not.
additionalDetails	EnteredAdditionalDetail	The values entered for additional detail fields.
addedUpCharges	Array	The Upcharges that were added with this item.
customItem	Array	The custom products that were added in.
measureSheetItem	Array	The measure sheet items added in.
selectedOption	Array	The selected price option added in.

Added Up-Charge

Parameter Name	Parameter Type	Description
upChargeId	String	The category of the added item.
quantity	Float	The quantity of the added item.
additionalDetails	EnteredAdditionalDetail	The values entered for additional detail fields.

Custom Item

Parameter Name	Parameter Type	Description
name	String	The name of the custom item.
prices	String	The prices from the custom item.
description	String	The description of the custom item.

Measure Sheet Item

Parameter Name	Parameter Type	Description
objectId	String	The id from the Measure Sheet Item.
note	String	The note field from the Measure Sheet Item.
measurementType	String	The type of measurement from the Measure Sheet Item.
thumbnailURL	String	The URL to the thumbnail of the Measure Sheet Item.
drillDowns	String	The drill downs for the Measure Sheet Item.
name	String	The name of the Measure Sheet Item.
category	String	The category of the Measure Sheet Item.
subCategory	String	The sub-category of the Measure Sheet Item.

Selected Option

Parameter Name	Parameter Type	Description
objectId	String	The object ID of the selected Price Guide Option.
brand	String	The brand of the selected Price Guide Option.
name	String	The name of the selected Price Guide Option.
price	Float	The price of the selected Price Guide Option.

Finance Option

Parameter Name	Parameter Type	Description
objectId	String	The object ID of the selected Finance Option.
bankName	String	The bank name of the selected Finance Option.
minAmount	Float	The minimum amount of the selected Finance Option.
maxAmount	Float	The maximum amount of the selected Finance Option.
interestRate	Float	The interest rate of the selected Finance Option.
name	String	The name of the selected Finance Option.
term	Float	The term of the selected Finance Option.
note	String	The note of the selected Finance Option.
paymentFactor	Float	The payment factor of the selected Finance Option.
planCode	String	The plan code of the selected Finance Option
category	String	The category of the selected Finance Option
dealerFeePercent	Float	The dealer fee percent of the selected Finance Option.

Example of a Webhook from Results

{ 
 "trigger": "results", 
 "user": { 
   "id": "6qio5RZWgQ", 
   "firstName": "Elmer", 
   "lastName": "Fudd", 
   "email": "stevestencil@leaptodigital.com", 
   "phoneNumber": "", 
   "licenseNumber": "", 
   "username": "steve", 
   "identifier": "", 
   "office": { 
     "id": "Qx5aL30Aaq", 
     "name": "Pasadena" 
   } 
 }, 
 "customer": { 
   "id": "f9bNQsyl9N", 
   "firstName": "John", 
   "lastName": "Johnson", 
   "estimateName": "11/17/2022", 
   "street": "25 Main St", 
   "city": "Mason City", 
   "state": "IA", 
   "zipCode": "50401", 
   "phoneNumbers": [ 
     { 
       "number": "(346)546-5465", 
       "note": "" 
     }, 
     { 
       "number": "(321)654-6546", 
       "note": "" 
     } 
   ], 
   "emails": [ 
     { 
       "email": "john@email.com", 
       "note": "" 
     } 
   ] 
 }, 
 "estimate": { 
   "id": "nVOynFC71L", 
   "isSale": true, 
   "saleAmount": null, 
   "resultNote": "User - Elmer Fudd\nOffice - Pasadena\nProduct Sold - 123\nSale Amount - $0.00\nPayment Type - Credit Card\nFinance Option - No Finance Option\nPar - $8,800.00\nEmail Address - john@email.com\nMain Contact - Home\nNotes - This is a test", 
   "activeCategories": [ 
     "roofing" 
   ], 
   "resultData": [ 
     { 
       "title": "Product Sold", 
       "value": "123" 
     }, 
     { 
       "title": "Sale Amount", 
       "value": "$0.00" 
     }, 
     { 
       "title": "Payment Type", 
       "value": "Credit Card" 
     }, 
     { 
       "title": "Finance Option", 
       "value": "No Finance Option" 
     }, 
     { 
       "title": "Par", 
       "value": "$8,800.00" 
     }, 
     { 
       "title": "Email Address", 
       "value": "john@email.com" 
     }, 
     { 
       "title": "Main Contact", 
       "value": "Home" 
     }, 
     { 
       "title": "Notes", 
       "value": "This is a test" 
     } 
   ], 
   "addedCategories": [ 
     "Roofing" 
   ], 
   "addedItems": [ 
     { 
       "quantity": 22, 
       "tag": "", 
       "isActive": true, 
       "additionalDetails": [ 
       
], 
       "addedUpCharges": [ 
       
], 
       "customItem": null, 
       "measureSheetItem": { 
         "objectId": "clesjwHPOz", 
         "note": "Walkable", 
         "measurementType": "Sq", 
         "thumbnailURL": "http://localhost:1337/leap/files/vsJUoMTVBxWim04bhb92eEHYlC7CF5TGGeV5zeTL/e6caed9bb601bd78fd2e016f8da694b2_thumbnail.jpg", 
         "drillDowns": "", 
         "name": "Shingles", 
         "category": "Roofing", 
         "subCategory": "Asphalt" 
       }, 
       "selectedOption": { 
         "objectId": "R8GFGPaL0z", 
         "brand": "Owens Corning", 
         "name": "Duration", 
         "price": 400 
       } 
     } 
   ], 
   "office": { 
     "id": "Qx5aL30Aaq", 
     "name": "Pasadena" 
   }, 
   "financeOption": null 
 }, 
 "fileURL": "http://localhost:1337/leap/files/vsJUoMTVBxWim04bhb92eEHYlC7CF5TGGeV5zeTL/e56e056c6fff332227a2c7d64c6a98ca_VMMk7CHfeICSpVWO3QOwattachment.pdf" 
} 

Setup

Webhooks v2 will require in-house IT support as it uses SalesPro’s API and will require technical knowledge to set up.

On SalesPro’s side, Webhooks does not need an API to call. Simply toggle on the Enable switch, fill out the fields for URL and Auth Header (if needed) and toggle on which document PDFs you would like to include. These toggles can be found on the Appointments page as well Document, Credit Application, and Results routing pages.

This will allow our system to pull or push information through to the specified URL.

On the customer side of things, the data will need to be mapped. SalesPro’s support team will not be able to assist with this part of setup, as every system is different. We recommend having your in-house IT support assist with this as it requires technical knowledge to set up to pull and map the data.