What Are Webhooks?
Webhooks provide a way for applications to communicate with each other in real-time. Instead of one application constantly asking another for new information (polling), the second application can automatically send data to the first application whenever a specific event occurs. This “push” mechanism makes data transfer more efficient and immediate, allowing for instant updates and automated workflows between different online services.
By utilizing the webhooks feature within ServiceWorks, you can create real-time data flows between ServiceWorks and your third-party applications, such as Zapier, CRMs, marketing tools, or internal systems. By specifying webhook URLs, you can trigger automated actions whenever key events occur in your workflow—enhancing automation, reducing manual tasks, and improving responsiveness.
How Do Webhooks Work in ServiceWorks?
Each webhook corresponds to a specific event in ServiceWorks. When that event occurs, a POST request is sent to the configured URL with relevant data in real time. Simply enable the webhook for the event you wish to track and enter your destination URL.
Next, we’ll guide you through how to find and configure webhooks within your ServiceWorks account
Webhooks Setup
Before you begin to setup within ServiceWorks, you’ll first need a webhook URL from your third-party application (Mailchimp, Zapier, Google, etc.) This can typically be found within the settings menu.
Please defer to instructions provided from your third-party application on where to locate and generate webhook URLs
Once you have your URL ready, you can now head over to ServiceWorks
To reach the webhook setup section within your ServiceWorks account, start by logging in and clicking the cogwheel in the toolbar to open the Configuration tab.
Once opened, navigate to Integration -> WebHook
In the Webhooks menu, you’ll see a list of actions within ServiceWorks with fields to enter webhook URLs, as well as a Enable / Disable switch for each webhook action.
Either manually enter or copy and paste your URL beneath the desired action and click Save when finished.
The currently available webhook configurations are:
Create Job – Triggered when a new job is created in the system.
Cancel Job – Triggered when a job is canceled.
On My Way – Triggered when a technician marks themselves as en route.
Started Job – Triggered when a technician starts a job.
Completed Job – Triggered upon job completion.
Complete Trip – Triggered when a trip is marked complete.
Create Customer – Triggered when a new customer is added.
Edit Customer – Triggered when customer information is updated.
Create Address – Triggered when a new address is added to a profile.
Edit Address – Triggered when address information is edited.
Edit Note – Triggered when notes related to jobs or customers are updated.
Here’s a few examples of what can be done with webhooks in ServiceWorks:
- Push completed job data to Google Sheets or Salesforce.
- Notify a Slack channel when a job is marked “On My Way.”
- Trigger customer email workflows when new customers are created.
- Sync customer edits to your internal database.
Note: Please ensure your webhook URLs are secured and capable of validating incoming requests to prevent unauthorized access or data exposure.
Ultimately, webhooks in ServiceWorks empower seamless, real-time connectivity with external systems by instantly pushing event-driven data to subscribed applications, fostering efficient automation and integrated workflows.
We hope that you find this information useful as you continue your ServiceWorks journey!
Need More Assistance?
Contact us:
Live Chat: app.service.works
Email: support@service.works
Phone: 636-220-4363 Ext. 1
