Thiio's Webhook configuration

Purpose:

The purpose of this walkthrough is to help you set up your Generic Thiio Webhook within the CRM

Pre Requisites:

CRM Access

Structure for payload:

A valid payload would look like this:

Text for easy copy:

{
    "event": "order",
    "source": "Thiio Custom",
    "contact": {
        "first_name": "John",
        "last_name": "Doe",
        "email": "john.doe@example.com"
    },
    "phone": {
        "country": "US",
        "number": "+15124713434"
    },
    "billing_address": {
        "first_name": "John",
        "last_name": "Doe",
        "line1": "11801 Stonehollow Drive",
        "line2": "line two",
        "city": "Austin",
        "state": "TX",
        "zip_code": "78758",
        "country": "US"
    },
    "shipping_address": {
        "first_name": "John",
        "last_name": "Doe",
        "line1": "11801 Stonehollow Drive",
        "line2": "line two",
        "city": "Austin",
        "state": "TX",
        "zip_code": "78758",
        "country": "US"
    },
    "order": {
        "id": 123,
        "type": "success",
        "user_id": 10,
        "date": "yyyy-mm-dd h:m:s",
        "shipping": 10,
        "taxes": 10,
        "total": 120,
        "items": [
            {
                "name": "Product one",
                "title": "Product one Red",
                "quantity": 1,
                "price": 50
            },
            {
                "name": "Product two",
                "title": "Product two White",
                "quantity": 1,
                "price": 50
            }
        ]
    }
}

In the event field we put "order" if you want to create the lead from an order or put "customer" if you want to create from the creation of a customer in your system

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event: required | string | "order" or "customer"

The source field will be used to identify the leads within our CRM

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source: required | string max 255

Text for easy copy:

contact:
first_name: required | string max 255
last_name: required | string max 255
email: required | valid email | string max 255

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phone:
country: required | string max 3 // 2 Digit-Code, if not send we will use +1
number: required

Address fields can be optional, country and state fields have validations

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country: required | string | must be 2 or 3 digits
state: required | string | must be 2 or 3 digits

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Method: POST

EndPoint: Copy the url we get in CMR Configuration point 4

Required fields

CRM Configuration

We go to the integrations tab within the CRM and or press the button to add an integration

in the search engine we place "thiio" and press configure

We place the name with which we want to identify the integration and press save

Once the integration is configured, we copy the url of the webhook and we will be able to send the requests to this url

From this view you can also activate or deactivate the integration with the switch and pressing save

You will get a response like this

Text for easy copy:

{
    "success": true,
    "msg": "received successfully",
    "err": "",
    "data": {
        "event": "order",
        "source": "Thiio Custom",
        "contact": {
            "first_name": "John",
            "last_name": "Doe",
            "email": "john.doe@example.com"
        },
        "phone": {
            "country": "US",
            "number": "+15124713434"
        },
        "billing_address": {
            "first_name": "John",
            "last_name": "Doe",
            "line1": "11801 Stonehollow Drive",
            "line2": "line two",
            "city": "Austin",
            "state": "TX",
            "zip_code": "78758",
            "country": "US"
        },
        "shipping_address": {
            "first_name": "John",
            "last_name": "Doe",
            "line1": "11801 Stonehollow Drive",
            "line2": "line two",
            "city": "Austin",
            "state": "TX",
            "zip_code": "78758",
            "country": "US"
        },
        "order": {
            "id": 123,
            "type": "success",
            "user_id": 10,
            "date": "yyyy-mm-dd h:m:s",
            "shipping": 10,
            "taxes": 10,
            "total": 120,
            "items": [
                {
                    "name": "Product one",
                    "title": "Product one Red",
                    "quantity": 1,
                    "price": 50
                },
                {
                    "name": "Product two",
                    "title": "Product two White",
                    "quantity": 1,
                    "price": 50
                }
            ]
        }
    }
}

Or if it fails it will be like this

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{

"success": false,

"msg": "an error occurred",

"err": "WebforceCustomExternalException | the event field is required"

}

Checklist:

Access to CRM