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User Guide › Users & security

Send events with webhooks

Tell your other systems the moment something happens in MetriCRM — a new case, a won deal, a paid invoice.

For: Workspace admins and developers

Steps

  1. 1Open Settings → Webhooks and select Add endpoint.
  2. 2Enter your system's public HTTPS address and choose the events it needs (or All events).
  3. 3Save, then copy the signing secret your developer will use to check each request.
  4. 4Select Send test event to check the endpoint answers.
  5. 5Open the endpoint to see recent deliveries: the result, number of tries and response. Select Payload to see exactly what was sent, or Resend after you fix a problem.

Good to know

  • Only 2xx answers count as delivered. Other answers are retried for about 3½ days, then the endpoint is turned off and admins are told.
  • Rotate the secret any time — the old one keeps signing for 24 hours so you can switch over without missing events.
  • Each event has a webhook-id that stays the same on retries, so your system can ignore repeats.

Related guides

  • Invite usersAdd colleagues to your workspace and give them a role and seats.
  • Organise teamsTeams decide who sees team work and who receives routed items.
  • Roles and permissionsControl what each role can see and do, down to individual fields.
  • Security policyWorkspace-wide rules for sign-in and two-factor authentication.

Still need help? Contact support

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