Tips and Tricks: The Proposal Action Webhook

Owned by Jordana Norring
Sept 26, 2022
1 min read

The Proposal Action Webhook Statuses + DAL

The proposal action webhook is sent to the configured endpoint whenever a proposal is generated, sent, or downloaded.  With the automatic update from the webhook, you can now pull down information about the views of a proposal and quote details included in that proposal without any additional user interaction: simply fire off another request to pull down the data.  You can learn more about the DAL here.

Fields in the Change Order Webhook

This webhook will only fire proposal actions:

GEN = generated

SENT = sent

DOWNLOAD = downloaded

 

Payloads/Fields:

  • Action: GEN, SENT, DOWNLOAD

  • Site: uuid of the site

  • Proposal: uuid of the proposal

  • Proposal_template: uuid of the proposal template

  • Quotes: array of quote UUIDs in the proposal

  • date_updated: date_updated: date updated - expect this is the same date/time as when a new event occurs

  • customer viewers: count of the unique visits to the proposal

  • customer last viewed: the date of last customer view

  • assigned_to: user assigned as the proposal phase for the job

    • organization_name: org name of the user assigned to the proposal phase of the job

    • first_name: first name of user assigned to the proposal phase of the job

    • last_name: last name of user assigned to the proposal phase of the job

    • email: email of user assigned to the proposal phase of the job

    • organization: uuid of the organization of the user assigned to the proposal phase of the job

If you have any questions, please reach out to support@goeverbright.com.