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Webhooks

Webhooks under Tools let you notify external systems when specific events happen in uCRM. Each webhook sends HTTP requests to one or more URLs (endpoints) that you configure.

The important distinction is what kind of record the webhook listens to: contacts or calendar events. You choose that with Category.

Access

  1. Open Tools in the CRM sidebar.
  2. Open the Webhooks tab (alongside Contact Manager, Filters, Conflicts, and others).

Category: Contacts or Calendar

Category defines whether the webhook reacts to contact changes or to calendar changes. The Action (Create / Update / Delete) always applies to that category.

CategoryWhat it means
ContactsThe webhook runs when something happens to a contact in uCRM—for example a contact is created, updated, or deleted. Use this when your integration cares about the contact database.
CalendarThe webhook runs when something happens to a calendar event (an entry in the calendar)—for example an event is created, updated, or deleted. Use this when your integration must react to meetings, reminders, or other scheduled items, not to the contact record itself.

Pick Contacts for contact workflows; pick Calendar for event-based workflows. You typically configure separate webhooks if you need both.

Webhooks list

The main screen shows a table of configured webhooks. Typical columns include:

  • Name — identifier for the webhook (the list can be sorted by name).
  • CategoryContacts or Calendar (see above).
  • ActionCreate, Update, or Delete (for the chosen category).
  • Endpoint — destination URL(s).
  • Enabled — whether the webhook is active.
  • Actions — options to edit or remove the webhook when rows are present.

Use the Search field to filter the list. If no webhooks exist yet, you will see an empty state until you create the first one.

Create a webhook

  1. Click New (+).
  2. In the Webhooks dialog, enter a Name for the webhook (required). An information icon may show extra hints in the product.
  3. Choose Category: Contacts or Calendar, depending on whether you want notifications for contact changes or calendar event changes. This field is required.
  4. Set Action to Create, Update, or Delete for that category. An information icon next to the field may offer additional context in the product.
  5. Optionally use Enabled: if it is not checked, the configured endpoints will not run until you enable the webhook.
  6. Under Endpoints:
    • Click Add endpoint to add another URL.
    • Enter each URL in its field.
    • Use the delete icon next to an endpoint to remove it.
  7. Click Test endpoints when it is available to verify that the URLs respond as expected.
  8. Click Save to store the webhook, or Cancel to discard changes.

Manage existing webhooks

From the list, use Actions on each row to edit or delete a webhook according to your permissions. Adjust name, category, action, enabled state, or endpoints as needed, then save.

Summary

ElementPurpose
ContactsWebhook applies to contact create / update / delete
CalendarWebhook applies to calendar event create / update / delete
ActionCreate / Update / Delete (within the selected category)
EnabledWhen off, endpoints are not activated
EndpointsOne or more URLs that receive notifications
Test endpointsValidate connectivity when the control is enabled

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