Webhook – WorkDo Dash SaaS Add-on

Introduction

A webhook is a mechanism that facilitates real-time communication between different web applications or services. It operates as an HTTP-based callback, where one application can notify or trigger actions in another application when specific events occur. This event-driven approach eliminates the need for continuous polling and enables instant data transmission, ensuring that applications stay synchronized and respond promptly to changes or events.

Webhooks have various practical applications, including sending notifications, synchronizing data across systems, automating tasks, integrating third-party services, and enhancing the real-time functionality of web applications. They play a crucial role in modern software development and enable seamless interaction between different parts of a digital ecosystem, improving user experiences and system efficiency.

Workflow of Webhook Add-on

Installation

Step 1: Super Admin Access:

• Make sure your super admin has access to your system before you do anything else.
• Go to the “Add-on Manager” area of the super admin dashboard.
• To start the setup procedure, click the “+” (Module Setup) button.
• You will be asked to upload the ZIP file for the “Webhook Add-on.”
• Don’t forget to enable the module after the setup is complete so that other people can buy it.

Step 2: Company Login Settings:

• Once the super admin enables the Webhook Add-on, company admins can proceed to purchase it and gain access.
• Start by heading to the “Subscription Plan” page and select the relevant “Usage Plan.”
• Locate the Webhook Add-on and complete the purchase process.

Step 3: How to use the Webhook Add-on.

• Go to the settings page and click on “System Settings.”
• Within the system settings, find the Webhook Add-on.
• To create a new Webhook, click on the “+” create button.
• Over there, first of all, you have to choose the module from the list given.
• Secondly, you have to choose the method between “Get”, “Put”, and “Post”.
• At last, you have to enter the Webhook URL, and your work will be done.

So, this is how you can create a webhook by following these steps.

1. Accounting Module

• New Customer
• New Bill
• New Vendor
• New Revenue
• New Payment

2. Appointment Module

• New Appointment
• Appointment Status

3. CMMS Module

• Work Order Request
• New Supplier
• New POs
• Work Order Assigned
• New Part
• New Component
• New Location
• New PMs

4. Contract Module

• New Contract

5. Fleet Module

• New Vehicle
• New Booking
• New Insurance
• New Maintenance
• New Booking Payment
• New Fuel

6. General Module

• New Invoice
• Invoice Status Updated
• New Proposal
• Proposal Status Updated
• Create User

7. HRM Module

• New Award
• New Announcement
• New Holidays
• New Monthly Payslip
• New Event
• New Company Policy

8. CRM Module

• New Lead
• Lead to Deal Conversion
• New Deal
• Lead Moved
• Deal Moved

9. LMS Module

• New Course
• New Course Order
• New Custom Page
• New Blog
• New Rating

10. POS Module

• New Purchase
• New Warehouse

11. Recruitment Module

• New Job
• New Job Application
• Interview Schedule
• Convert To Employee

12. Retainer Module

• Retainer Create
• New Retainer Payment

13. Rotas Module

• New Rotas
• Rotas Time Change
• New Availability
• Cancel Rotas
• Days Off

14. Sales Module

• New Quote
• New Sales Order
• New Sales Invoice
• Add Sales Invoice Payment
• Meeting Assigned

15. Support Ticket Module

• New Ticket
• New Ticket Reply

16. Project Module

• New Project
• New Milestone
• New Task
• Task Stage Updated
• New Task Comment
• New Bug

17. Training Module

• New Trainer

18. vCard Module

• New Appointment
• New Contact
• New Business
• Business Status Updated

19. Zoom Meeting

• New Zoom Meeting

So, here is the list of all the modules between which you can choose one, for your webhook.