A webhook is a user-defined callback over HTTP. You can use Octiv webhooks to notify your add-on or web application when certain events occur in Octiv. For example, you might want to alert your remote application when a document has been published or when a document has been accepted. Using a webhook to do this means that your remote application doesn’t have to periodically poll Octiv (via the REST APIs) to determine whether changes have occurred.

Overview

A webhook in Octiv is defined by the following information, which you need to provide when registering (i.e. creating) a new webhook:

  • the URL where the callback should be sent
  • the Content type, Octiv supports JSON, XML, and Form Encoded
  • the Trigger to post to the URL, for example, document.create would post to the URL whenever a new document is created

Keeping your systems in sync

Webhooks keep your application up to date as events are happening in Octiv so all of your systems can stay in sync; they:

  • Allow you to utilize the power of Octiv Document Generation while allowing your users to stay within your own system
  • Can trigger additional workflows or notifications to your internal team based on events happening within Octiv
  • Allow you to build a bi-directional application which was only previously possible with Octiv Owned 1st party integrations (Salesforce, MS Dynamics)

Registering a webhook

  1. Navigate to the Octiv administration console > User Dropdown > Administration > Webhook
  2. Click Add Webhook
  3. Enter the details for your new webhook in the form that is shown
  4. Click Save to register your webhook

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