Webhooks

Webhooks are a great way to automatically send data from Plannr to another app when something happens (e.g. Client Created, Updated, Review Dates). We'll use Zapier in this example, but there's endless options when it comes to Webhooks.

Under Settings, scroll down to find Webhooks

Then click Add New to set up a new Webhook

You'll then be presented with the Webhook settings, such as Subscription URL and what events to subscribed to

The Subscription URL is from the service you're looking to push the Webhook to (e.g. Zapier)

Within Zapier, set up a new Zap, then select Webhooks from the App options

You'll then want to select Catch Hook - this essentially means Zapier will catch your request from Plannr's Webhook

On the final tab, you'll be presented with a custom URL to copy and paste into Plannr

For example:

You can then select what Events you want the Webhook to capture.

For example, selecting account.created will mean a Webhook request will be sent every time an Account (Clients, Employees, Introducers) is created.

Once selected, click Save to confirm your Webhook settings.

Firstly, set up a new Client in Plannr (for this example) to trigger the Webhook.

You can then test the Webhook catch in Zapier. You should see recent records, which will have all the Plannr Client Record information linked to it.

Select Continue with selected record.

You can then build out your Zap in Zapier to carry out whatever function you might require.

Quick tip - if you don't want the action to run every time you add an account (e.g. you don't want it to run when you're adding new employees) you can use the Filter tool within Zapier. Simply set the filter to only continue if the data type field contains client.

We've also built in a Webhook call explorer. Here you're able to go and see which Webhooks have run and whether they've been successful or failed - along with the reasons why.