Actions API - Webhooks APIs - Part 2

Actions API - Webhooks APIs - Part 2


Hello all!! 
Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1.

In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook API and the Zoho CRM UI.
In this part, we will take one of the previously discussed examples and demonstrate how to achieve the same result using the GET, PUT, and DELETE Webhook APIs.
We will also walk through how to associate a Webhook with a Workflow, how to perform real-time testing by creating a record, and how the external application receives the response sent from Zoho CRM via the Webhook.

Retrieving a Webhook using the GET - Webhook API

Request URL: {{api-domain}}/crm/v8/settings/automation/webhooks/5725767000008778002
 - Note: You can retrieve all available Webhooks using "{{api-domain}}/crm/v8/settings/automation/webhooks" request.

Request Method: GET
Sample Response:

{
    "webhooks": [
        {
            "headers": {
                "module_parameters": [
                    {
                        "name": "Lead_Email",
                        "value": "${!Leads.Email}"
                    },
                    {
                        "name": "Annual_Revenue",
                        "value": "${!Leads.Annual_Revenue}"
                    },
                    {
                        "name": "Profit_Score",
                        "value": "${!Leads.Profit_Score}"
                    }
                ],
                "custom_parameters": [
                    {
                        "name": "source",
                        "value": "zylker-crm"
                    },
                    {
                        "name": "version",
                        "value": "v1"
                    }
                ]
            },
            "created_time": "2025-11-30T07:18:50-08:00",
            "lock_status": {
                "locked": false
            },
            "editable": true,
            "module": {
                "api_name": "Leads",
                "id": "5725767000000002175"
            },
            "related_module": null,
            "url_parameters": null,
            "deletable": true,
            "description": "Send leads with Profit Score > 80 to validation system.",
            "source": "crm",
            "body": {
                "format": null,
                "type": "none"
            },
            "created_by": {
                "name": "Patricia Boyle",
                "id": "5725767000000411001"
            },
            "feature_type": "workflow",
            "http_method": "POST",
            "modified_time": "2025-11-30T07:18:50-08:00",
            "associated": false,
            "name": "Push High Score Leads",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "5725767000000411001"
            },
            "id": "5725767000008778002",
            "date_time_format": null,
            "authentication": {
                "connection_name": null,
                "type": "general"
            }
        }
    ]
}


Updating the Webhook using the PUT - Webhook API

Request URL: {{api-domain}}/crm/v8/settings/automation/webhooks
Request Method: PUT

Input JSON:

{
    "webhooks": [
        {
            "headers": {
                "module_parameters": [
                    {
                        "name": "Lead_Email",
                        "value": "${!Leads.Email}"
                    },
                    {
                        "name": "Profit_Score",
                        "value": "${!Leads.Profit_Score}"
                    },
                    {
                        "name": "Lead_Industry", // adding a new field
                        "value": "${!Leads.Industry}"
                    }
                ],
                "custom_parameters": [
                    {
                        "name": "source",
                        "value": "zylker-crm"
                    },
                    {
                        "name": "version",
                        "value": "v1"
                    }
                ]
            },
            "url": "https://webhook.site/abcd1234-5678-90ef-ghij-123456789axx", // changing external application's URL
            "http_method": "POST"
        }
    ]
}


Note: 
  1. You cannot update the module field. The rest of the fields can be updated using the PUT - Webhook API.
  2. Exclude a field, header section, URL parameter section, body section from the request if you want to remove its configuration from your webhook.
  3. http_method is mandatory for the Update call.
  4. To change the external URL, the http_method key is mandatory.

Deleting the Webhook using the DELETE - Webhook API

Request URL: {{api-domain}}/crm/v8/settings/automation/webhooks
Request Method: DELETE

Sample Response:
{
    "webhooks": [
        {
            "code": "SUCCESS",
            "details": {
                "id": "5725767000008778002"
            },
            "message": "Webhook is deleted",
            "status": "success"
        }
    ]
}
Note: You cannot delete a Webhook if it is associated with any automation feature like Workflow and Blueprint.

Associating a Webhook to a Workflow Rule using the Workflow API

Create a Workflow:
You can use the Configure Workflow Rule API to create a workflow.

Associate the Field Update:
You can associate a Webhook action with the workflow by using the unique ID of the Webhook.

Retrieve the Webhook ID using the Get Webhooks API.

Request URL:  {{api-domain}}/crm/v8/settings/automation/workflow_rules
Request Method: POST
Sample Input:

{
    "workflow_rules": [
        {
          .
          .
          .
            "execute_when": {
                "details": {
                    "trigger_module": {
                        "api_name": "Leads",
                        "id": "5725767000000002175"
                    }
                },
                "type": "create_or_edit"
            },
            "module": {
                "api_name": "Leads",
                "id": "5725767000000002175"
            },
            "name": "High Profit Leads",
            "conditions": [
                {
                    "instant_actions": {
                        "actions": [
                            {
                                "name": "Push High Score Leads",
                                "id": "5725767000008775001", //associating the created Webhooks with the Workflow
                                "type": "webhooks"
                            }
                        ]
                    },
                    "scheduled_actions": null,
                    "criteria_details": {
                       .
                         .
                        .
                        "criteria": {
                            "comparator": "greater_equal",
                            "field": {
                                "api_name": "Profit_Score",
                                "id": "5725767000008570336"
                            },
                            "type": "value",
                            "value": "80"
                        }
                    }
                 
                }
            ],
            .
            .
            .
        }
    ]
}


For more details on Workflow Rules using APIs, refer to Kaizen #213 - Workflow APIs - Part 1, Part 2, and Part 3.

Sample Webhook:


Creating a high Profit Score lead using the Create Records API

To test our webhook end-to-end, we will create a high Profit Score lead using the Create Records API. When this lead meets the workflow condition, the webhook fires, allowing us to observe the exact payload sent to the external system.

Request URL:  {{api-domain}}/crm/v8/settings/automation/workflow_rules
Request Method: POST
Input JSON
{
    "data": [
        {
            "Owner": {
                "name": "Tim",
                "id": "5725767000000411001",
                "email": "tim@zoho.com"
            },
            "Annual_Revenue": 2000000,
            "Full_Name": "Patricia Boyle",
            "Layout": {
                "name": "Standard",
                "id": "5725767000000091055"
            },
            "Company": "Info Technology",
            "Email": "infotech@mail.com",
            "Industry": "Large Enterprise",
            "First_Name": "Patricia",
            "Profit_Score": 90,
            "Profit_Category": "High Profit",
            "Last_Name": "Boyle"
        }
    ]
}
Real response in Zylker’s external validation system:

After setting up the webhook and linking it to a workflow, we added a test lead that matched our condition. The external app received the webhook instantly, just the way we configured. This shows how easily Zoho CRM can push data to any system in real time. This real-time flow ensures clean, validated, enriched leads reach the Sales team faster, improving response time and conversion rates.

We hope this post helps you understand how to use Webhooks through the Zoho CRM Actions API - Webhooks API.

Try it out, and let us know your experience in the comments section or reach out to us at support@zohocrm.com.
Stay tuned for more insights in our upcoming Kaizen posts!

Cheers!



 





        • Recent Topics

        • [Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

          Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sample

        • Pin multiple columns and adjust column widths in CRM subforms

          Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's

        • [Webinar] Automate sales and presales workflows with Writer

          Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

        • Automate insurance document workflows with Zoho Writer

          Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,

        • Latest updates in Zoho Meeting | New End of session notification to remind everyone about the session end time

          Hello everyone, We’re excited to share a new feature for Zoho Meeting ; End of session notification. With this new setting, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when

        • [Webinar] Zoho Writer for SCM and logistics

          Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed

        • [Webinar] Zoho Writer for the manufacturing industry

          Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar

        • Add Comprehensive Accessibility Features to Zoho Writer

          Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

        • [Webinar] Simplifying document workflows in financial services with Zoho Writer

          Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar

        • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring

        • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

          Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of

        • Branding of native system emails

          Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only

        • Support “Never End” Option for Recurring Meetings in Zoho Meeting

          Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.

        • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

          Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions

        • Weekly Tips: Manage External Images in Zoho Mail

          When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and

        • Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

          Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project

        • Function #32: Schedule low stock notifications on a timely basis to specific users of the organization

          Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on

        • SINCH HUB MESSAGEMEDIA with ZOHO DESK

          1) what I need from MessageMedia, 2) what I want to confirm on the Zoho Desk Dev Forum. MessageMedia – needs and requirements Goal: Send SMS from a Zoho Desk widget for EU users. Auth: HTTP Basic (API Key + Secret). Keys must not live in the browser.

        • Function #46: Auto-Calculate Sales Margin on a Quote

          Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

        • Invalid URL error when embedded sending url into iframe for my website when using in another region

          Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into

        • New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!

          Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally

        • Kaizen #59 - Creating alerts and custom messages using Client Script

          Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?

        • Universal search

          Hi, it would be useful if the search bar was universal-so if you entered a term, it would bring up results from contacts, candidates, clients etc all at the same time (but broken down under the relevant headings)

        • Attachment reminder?

          My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments

        • ZIA in Zoho Cliq

          Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?

        • Automating CRM backup storage?

          Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

        • Multiple upload field CRM

          I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?

        • Critical Need for Global Search in Zoho FSM

          Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering

        • Collections Management: # 1 Payment Collection is All About Convenience

          "Sir, can you come tomorrow? My manager wasn't available for the cheque sign-off", the customer said, avoiding eye contact. Ravi forced a polite smile, but inside, he felt a sense of defeat. He had already visited the customer's office twice in the last

        • Can the Product Image on the Quote Template be enlarged

          Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

        • Invoice Discount Account

          Is there a way to change the account used for Discounts applied to an invoice? The current Discount account (ZB native account) type is an "Income" type. I would like to change it to "Other Income", but that is not possible, I am assuming because it contains

        • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

          Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

        • Cash based businesses cannot use the new fixed asset module

          Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in your

        • Zoho Learn & Zoho Connect

          Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

        • Apply Payment Received Amount Zoho Books Invoice

          Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplist

        • [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

          Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data

        • Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success

          Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,

        • Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability

          Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will

        • Live webinar: 2024 recap of Zoho WorkDrive

          Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.

        • Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps

          Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows

        • Next Page