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Webhooks

What is it?

Webhooks allow applications (like your CRM and your PRO app) to share data without needing a direct API connection. 

For you, this means your mobile app can send data to a specific location (for example your CRM) whenever something new happens. This can easily kick off a workflow in your CRM.

For example, when a user logs into your app and enters their contact info, your app can POST the new profile to your CRM, and your CRM can then create a new Contact. This can kick of a welcome email, email list subscription and a task can be schedule to contact the user.

Later, the same user gets pre-qualified, and your app can POST the pre-qualification info into your CRM. You can now easily kick off a workflow that can send a congrats email and create a task to follow up.

As a Mortgage Broker, you can use the pre-qualification data to send laser-targeted emails and complete parts of a mortgage application. Hence, no one has to rekey the info again.

As a Realtor, you can use the pre-qualification data to narrow the search filters and email your client new properties within their budget and location.

How to set it up

Get your Webhook URL

Ask your CRM company or the platform where you want the mobile app data to go for a custom webhook URL.

Paste the URL in your app

On your app, visit the Admin console. 
Admin > Webhooks > Get Started

New Profile

The profile data is posted when a user creates a new profile on your app or logs in to an existing account. The JSON data structure has a type key that shows this is a profile payload.

				
					{
    "type": "profile",
    "version": "1.0",
    "customerId": "CO12345",
    "ownerCustomerId": "23",
    "firstName": "Ben",
    "lastName": "Salami",
    "email": "test@bendigi.com",
    "phone": "416-555-5555",
    "localeIdentifier": "en",
    "defaultLocation":
    {
        "countryCode": "CA",
        "province": "ON",
        "city": "Toronto",
        "longitude": "-79.38459",
        "latitude": "43.80549"
    },
    "createdAt": "2020-07-07T21:40:21.172Z"
}
				
			

Aside from basic contact information, the payload also contains unique ids. 

customerId is the user’s unique id on your mobile app and should be stored in your CRM because future notifications about this user will include the same key/value so it can be cross-referenced. 

ownerCustomerId is your own unique id with us. This is particularly useful if you share your CRM account with another colleague and you both have an app with us. Here you may use the same webhook URL, and this field will help to identify from whose app the data originated.

PreQualification Schema

TBD

				
					{
    "type": "prequalification",
    "version": "1.0",
    "scenarioId": "3A3E9126-94F3-4D41-BAC0-B93D1BC16842",
    "scenarioTitle": "Sally",
    "contact": {...},
    "subjectProperty":{...},
    "mortgage":{...}, // ommited on Realtor apps
    "applicant":{...},
    "closingCosts":{...},
    "qualificationDetails":{...}
}
				
			

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Cody Rowe
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I’m getting tons of positive feedback – not to mention new clients – by getting this app in the hands of my referral partners.
Very helpful!
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As a Realtor, I frequently use this app as a quick reference to give my clients an idea of what expenses will be.
Best mortgage app!!
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I use this app at least one a day. Text it to my clients to pre-fill the applications makes my life easier.
Great App
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I'm a réaltor in downtown Toronto and I make my clients download this app. It allows us to compare costs of various properties easily and accurately. Keep up the good work!
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As a real estate Broker this App is amazing for my clients. It helps them play around with different purchase price scenarios, calculate closing costs & down payments etc....it also helps me run quick numbers for investor clients on the spot. The Pro is worth it all day long! The support staff is great and very responsive.
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I have been a mortgage broker for 12 years and this is the best mortgage calculator app that I have ever used. I am very excited to share it with both my clients and referral sources! Thank you!!
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I cannot live without this app. Immensely useful for qualifying buyers on the spot and show my expertise
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As a new real estate investor, this app is my number one go-to resource for quickly comparing and evaluating the properties I'm looking at. Great interface, and easy to use.
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I'm a Real Estate Sales Professional in Ontario- this app covers it all! Land transfer tax calculations, mortgage insurance calculations, etc. They thought of everything when they developed this app!
Indispensable
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