Webhooks allow you to automatically send data from one app to another e.g. from Unbiased to your CRM.
Most advisers wanting to sync their data from Unbiased will find it easier to use our Zapier integration - it is quick and easy to configure and doesn't require any technical expertise. However, if Zapier doesn't work with your system, then webhooks offer an alternative. You may need assistance from your technical department to set them up - the guide below will help.
Webhooks are not yet live, but will be available early in H2 2021. However, you may still be able to leverage Zapier webhooks in the meantime.
What are Webhooks?
Webhooks are one way that apps can send automated messages or information to other apps.
They're a simple way your online accounts can "speak" to each other and get notified automatically when something new happens. Webhooks allow you to automatically push data from one app to another.
There are two ways your apps can communicate with each other to share information: polling and webhooks. Polling is like knocking on your friend’s door and asking if they have any sugar (aka information), but you have to go and ask for it every time you want it. Webhooks are like someone tossing a bag of sugar at your house whenever they buy some. You don't have to ask, they just automatically send it over every time it's available.
Webhooks are automated messages sent from apps when something happens. They have a message—or payload—and are sent to a unique URL—essentially the app's phone number or address. Webhooks are almost always faster than polling, and require less work on your end.
They're much like SMS notifications. Say your bank sends you an SMS when you make a new purchase. You already told the bank your phone number, so they knew where to send the message. They type out "You just spent £10 at NewStore" and send it to your phone number +44-7956-123-456. Something happened at your bank, and you got a message about it. All is well.
Webhooks work the same way.
Endpoint is specified at Webhooks tab
enquiry_message: "Sample message - please accept my enquiry",
enquiry_primary_advice_area: "Business advice",
enquiry_secondary_advice_area: ["Audit services"],
branch_name: "Acme Advisers",
branch_users: ["Jane Doe"],
client_phone: "07973 100 100",
client_postcode: "SW1A 1AA"