Set up a webhook in Scopevisio
Webhooks send data in real time as soon as a certain event occurs. This allows an application to automatically forward information to another application.
Prerequisites
To set up a webhook in Scopevisio, you need administrator rights in your Scopevisio organisation. You can find more information on this in the online help under Manage users.
Set up external processing for the webhook
External processing must be configured so that webhooks can be used. To do this, navigate to the function connection in the system administration and open External processing. In the window that opens, click on "Add" at the bottom right and select "Webhook" as the type in the form that appears. Then assign a suitable name, for example "TestWebhookURL". The status should be set to "Activated". Now enter the URL of the webhook.
You can also adjust the timeout values if required, although the default values are sufficient in most cases. If the webhook is to run asynchronously or contain special header data, these attributes can also be defined here.
Define activity for the webhook
In order for the webhook to be triggered, a corresponding activity must be set up. To do this, navigate to the activities in the organisation and open the activity journal. In addition to email notifications, webhooks can also be configured there.
In the activity journal, select "Webhook" from the message types under Notifications.
Then click on the plus symbol next to the "Message profiles" entry, which opens a window. Enter the name of the webhook there.
Under "Send on / at", you can now define when the webhook should be triggered, for example immediately or daily.
Then select the previously set up external processing in the activity journal.
Finally, it is important to define the relevant events that should trigger the webhook, such as "Recurring invoice created". To save the configuration, click on the plus symbol next to "Message profiles" again.
The created webhook then appears under the notifications and can be activated or deactivated there if required.
Example of the content Change recurring invoice webhook: