Basic Knowledge: Invoca webhooks

[stevestormoen]

A webhook is a rule you can create in your Invoca account to let it communicate with your other marketing apps and systems. Your webhooks will “fire” whenever a certain condition is met in your Invoca account — usually, any phone call received — and your Invoca account will automatically send or request data to another system. 

Webhooks are most frequently used to power your Invoca certified integrations, and each integration guide in this knowledge base includes detailed instructions on how to set up a webhook specifically for that integration. However, with a bit more savvy, you can also use webhooks to build your own custom integrations, sharing data between Invoca and any other app or system with an API.
 

Note:
While webhooks power most Invoca integrations, not every integration needs or can use a webhook. If you want to connect Invoca with Salesforce, Facebook, Google Ads, or Microsoft Advertising, you can use our Connect Apps to integrate with those products — no webhook required. On the other hand, if you are unable to use APIs for your integration, you can send data to other marketing apps via FTP, email, or Amazon S3 bucket with Invoca data deliveries.

Types of webhooks

There are three kinds of Invoca webhooks, which differ from one another based on when they send your data. These precise timing differences make them most useful for different tasks:
 

• Pre-transfer webhooks send data as soon as your caller places a phone call, before they’re connected to your call center. Useful for time-sensitive data, such as sending your call center or CRM information about your caller before the call starts. These webhooks can be included as part of your account's Invoca PreSense package.
• Post-call webhooks send data immediately after your phone call ends. Useful for sending in-call conversion information and Signal insights to your external systems.
• Real-time routing webhooks (only available in some Invoca account packages) send data before your call is connected to your call center, similar to pre-transfer webhooks. However, these webhooks are used to intelligently route your phone calls within your call centers, based on your call data.

Supported actions and formats

Invoca webhooks supports the following HTTP verbs: GET, POST, PUT, PATCH, DELETE. We support the following formatting standards: JSON, XML, HTTP form values, and plain text.
 

How they work

First, you’ll need to How to create an Invoca webhook  (or several of them!). While creating that webhook, you’ll specify the condition in which you want it to fire. Usually, your webhooks will fire for every phone call you receive, but you can set up more restrictive conditions if you’d like. Whenever that condition takes place, your webhook will automatically either send data to or request data from an API address of your choice. You can also pause or unpause your Invoca webhooks at any time to stop or resume them firing – see the create a webhook article linked above for more details.

And that’s it! Just like that, your Invoca account automatically shares data with all your other apps, moving your marketing data to the systems where it’s most useful so you don’t have to.
 

Pausing, unpausing, and deleting webhooks

Once you have webhooks in your account, you can pause, unpause, or delete them at any time. Pausing a webhook will keep it in your account but prevent it from firing until you unpause it; deleting a webhook will remove it from your platform entirely.

To do so, login to your Invoca account, then click on Integrations in the side menu ribbon and select Manage Integrations. Choose the Custom Webhooks tile in your Integration Library. Here you’ll see a list of each webhook that’s been created in your Invoca account for integrations that haven't been converted to no-code templates. Find the webhook you want to adjust, then scroll right to the Actions column. Click the settings button, then select Pause, Unpause, or Delete.


Now that you’ve learned a little bit about webhooks, why not try following one of our Invoca integration guides for a full-service tutorial for installing a webhook-powered integration yourself. Or, if you’re up to the task, you can read How to create, edit, or clone an Invoca webhook. or Using Real-Time Routing Webhooks to include Invoca data with third-party call routing.

 

Related:
• How to create, edit, or clone an Invoca webhook 
• Using Real-Time Routing Webhooks to include Invoca data with third-party call routing 

• How to serve pre-call data to your call center agents in real time with PreSense