Actions API - Webhooks APIs - Part 1

Actions API - Webhooks APIs - Part 1



Hello all!!
Welcome back to a fresh Kaizen week.
In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API.

This week, we will continue with another Actions API - Webhooks API in Zoho CRM.

Webhooks in Zoho CRM

A webhook allows Zoho CRM to send real-time information to another application the moment something important happens. Webhooks let CRM push data instantly to an external URL whenever the workflow condition is met.
Webhooks do not notify on every record event by default. They trigger only when specific automations, such as a Workflow Rule you configure, are executed. This helps for specific real-time automation needs, such as sending high-value leads to an external validation service.

Use case

Zylker, an IT solutions provider, uses Zoho CRM to manage all incoming leads. But not every new lead is ready for the Sales team right away. Not all leads need immediate follow-ups. For leads with a high Profit Score (80+), it usually means strong buying intent, but they may contain fake information.

Why does Zylker use Zoho CRM and send these leads to an external validation application?

Before Sales reaches out, Zylker wants to make sure these high-value leads have valid information. While CRM keeps the lead data organized, a specialized third-party validation systems check any fraudulent activities and confirm whether the email, phone number, or other details are real.

To do this quickly, Zylker uses Webhooks in Zoho CRM. The moment a lead crosses the 80+ score, Zoho CRM automatically sends the lead’s data to Zylker’s external validation system. This lets Zylker verify the lead in real time and send back a clean, accurate, sales-ready profile for the Sales team to follow up on.

From here, we will explain every part of Webhooks by showing how it looks in the Zoho CRM UI and how to do the same using the API. Each step will be shown side-by-side, so you can clearly see how the UI setup translates into the API request.

Configuring Webhooks for Zylker’s Use Case - UI Method

  1. Go to Setup 
  2. Navigate to Automation
  3. Choose Actions -> Webhooks
  4. Click Configure Webhook
You will see the window shown below.
Webhook - UI view

The following sections explain what each field means in three parts:
  1. Basic fields to configure Webhook.
  2. Configuring Headers 
  3. Configuring Body

Filling the basic Webhook details via UI



Filling the basic Webhook details via Create Webhook API

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

{
    "webhooks": [
        {
            "name": "Push High Score Leads",
            "description": "Send leads with Profit Score > 80 to validation system.",
            "module": {
                "api_name": "Leads",
                "id": "5725767000000002175"
            },
            "authentication": {
                "type": "general"
            },
            "http_method": "POST"
        }
    ]
}


Keys explanation

  1. name (mandatory): Name of your webhook.
  2. description: Add a short note about what this webhook does.
  3. module (mandatory): Select the module from where the external application listens the changes. In our case, select Leads module to push high-score leads.
  4. url (mandatory):  Specify the external endpoint where CRM will send the data. This lets the external application see what CRM sends.
    1. Note: In this post, we have used an endpoint from Webhook.site
  5. authentication (mandatory): Specify authentication type for the webhook endpoint. 
  6. Possible types:
    1. general: The receiving system does not require OAuth. You can pass OAuth tokens manually in headers.
    2. connections:
      1. OAuth-based integrations: Systems that use Zoho’s Connections.
      2. For our Zylker use case, we select General.
            Note: In Zoho CRM API V8, Webhooks currently support only General authentication. Connection-based authentication will be available in a future update.
  1. http_method (mandatory): Select a HTTP method that allows you to send structured data. 
            Possible values: POST, GET, PUT, DELETE

In our case, we use POST to create a new record in the external app with the necessary lead details, allowing the external system to run its validation checks.

HTTP methods and their supported parameters - Headers, Body, URL Parameters

  HTTP Method

  Headers

  Body

  URL Parameters

POST

  • Module parameters

  • Custom parameters

Type: form-data

Module parameters
Custom parameters
User-defined parameters

Formats: null

Type: raw

Formats: Text, JSON, HTML, XML

      Not Supported

PUT

  • Module parameters

  • Custom parameters

Type: form-data

Module parameters
Custom parameters
User-defined parameters

Formats: null

Type: raw

Formats: Text, JSON, HTML, XML

      Not Supported

GET

     Not Supported

           Not Supported

  1. Module parameters
  2. Custom parameters
  3. User-defined parameters   
  

DELETE

   Not Supported

          Not Supported

  • Module parameters

  • Custom parameters

  • User-defined parameters


Each HTTP method supports different parameter types. The above table shows which methods support Headers, Request Body, and URL Parameters. Detailed explanations of these parameter types are provided in the following section.

Creating a Webhook with Headers, Body, and URL Parameters

When a webhook is triggered in Zoho CRM, the data is sent to the external application as part of the HTTP request.
The data can be sent in three places:
  1. Headers
  2. Body (Form-Data or Raw)
  3. URL Parameters 
Each part serves a different purpose.

Configuring Headers 

UI - Configuration

Headers allow you to send extra information along with your webhook request. These help when the external app needs extra data like auth tokens or CRM field values.

Zoho CRM supports two types of headers:
  1. Module Parameters - Dynamic values from CRM fields
  2. Custom Parameters  - Static values you define

Module Parameters - dynamic CRM data

Module parameters allow you to send values from CRM fields inside the header. These values change depending on the record that triggered the webhook.

A module parameter consists of:
  1. Parameter Name - A unique header key that you define. It does not have to match the CRM field API name.
  2. Parameter Type - Defines the source of the data you are mapping. It can come from the selected CRM module such as Leads and Contacts, lookup fields, User fields such as Lead Owner, or Organization fields.
  3. Parameter Value - The merge field value. Example, ${!Leads.Created_By.id}
Note: If you decide to use Headers, then you must add at least one module_parameter. Otherwise CRM will show an error. 

Example:

Parameter Name

Parameter Type

Parameter Value

Lead_Email

Leads

Email

Annual_Revenue

Leads

Annual Revenue

Profit_Score

Leads

Profit Score

Created_By

Created  By

User Id


Custom Parameters - static values

Custom parameters are key-value pairs that never change.

These are useful for:
  1. API version
  2. Tags like “zylker-crm”

Name

Value

source

zylker-crm

version

v1

 

  

Configuring Headers via Create Webhook API

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

Input JSON

{
    "webhooks": [
        { 
            .
            .
            .
            "http_method": "POST",
            "headers": {
                "module_parameters": [
                    {
                        "name": "Lead_Email",
                        "value": "${!Leads.Email}"
                    },
                    {
                        "name": "Annual_Revenue",
                        "value": "${!Leads.Annual_Revenue}"
                    },
                    {
                        "name": "Profit_Score",
                        "value": "${!Leads.Profit_Score}"
                    },
                    {
                        "name": "Created_By",
                        "value": "${!Leads.Created_By.id}"
                 }
                ],
                "custom_parameters": [
                    {
                        "name": "source",
                        "value": "zylker-crm"
                    },
                    {
                        "name": "version",
                        "value": "v1"
                    }
                ]
            }
        }
    ]
}


When should Zylker use Headers?
For the 80+ Profit Score validation use case, Zylker can include module parameters such as Lead Email, Profit Score, and Lead ID, which are helpful for fraud-detection tools.
Similarly, Zylker can include custom parameters like source=zylker-crm and api_version=v1 to help the external system identify where the webhook originated.

Configuring the Body of a Webhook - form-data & raw formats

After setting up the basic details and Headers, the next step is to configure the Body.
The Body is where the main CRM record data is sent, which is different from the Header section that only carries metadata like auth tokens or quick identifiers.

Depending on your needs, the Body can be either Form-Data or Raw. The list below shows the supported options for each format.
  1. Form-Data:
    1. Module parameter
    2. Custom parameter
    3. User-defined format.
  2. Raw:
    1. Text - plain messages
    2. JSON -  structured API payload
    3. HTML - formatted messages
    4. XML - traditional enterprise systems


Form-Data Body: key-value 

UI - Configuration


Zoho CRM lets you build Form-Data using three types of parameters:
  1. Module Parameters
  2. Custom Parameters
  3. User Defined Parameters
Use Form-Data when the external app expects key-value pairs - similar to how HTML forms submit data.

Note:
  1. Headers are for sending supporting information that helps the external system understand the request - this can include auth details, source identifiers, or key CRM fields like email or score that help with quick categorization or filtering. 
Why do Module and Custom parameters appear again in Form-Data?

The same Module Parameters and Custom Parameters are available in the Body because:
  1. Headers - Provide supporting details such as identifiers or quick-check values. For example, Lead ID, or source tags that help the external system check and route the request.
  2. Body - Contains the complete lead information that the external validation system needs to process.
Although the parameter names look the same (Module, Custom), their purpose changes:

Where parameters are used

Purpose

Example

Headers

Metadata - OAuth,tags, and context

source: zylker-crm

Form-Data (Body)

Main record data - actual lead details sent to the app.

 

lead_email=patricia@zylker.com

So Zoho CRM gives you the same structure, but used differently depending on where the data is placed.

User-Defined Parameters
User-Defined parameters let you build custom, human-readable messages or templates. This parameter is available only in the Body, not in Headers. 

   

Parameter Name

Parameter Value

custom_message

New high-score lead: ${Leads.First Name}${Leads.Last Name} (Score: ${Leads.Profit Score})


This is very helpful if your external app expects a text message, notes, or a description field.

Configuring the Body of a Webhook - form-data via Create Webhook API

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

Input JSON

{
    "webhooks": [
        {
             .
             .
             .
            "body": {
                "form_data_content": {
                    "module_parameters": [
                        {
                            "name": "Lead_Email",
                            "value": "${!Leads.Email}"
                        },
                        {
                            "name": "Annual_Revenue",
                            "value": "${!Leads.Annual_Revenue}"
                        },
                        {
                            "name": "Profit_Score",
                            "value": "${!Leads.Profit_Score}"
                        },
                        {
                            "name": "Created_By",
                            "value": "${!Leads.Created_By.id}"
                        }
                    ],
                    "custom_parameters": [
                        {
                            "name": "source",
                            "value": "zylker-crm"
                        },
                        {
                            "name": "version",
                            "value": "v1"
                        }
                    ],
                    "user_defined_parameters": {
                        "name": "custom_message",
                        "value": "New high-score lead: ${!Leads.First_Name}${!Leads.Last_Name} (Score: ${!Leads.Profit_Score})"
                    }
                },
                "type": "form_data"
            },
            .
            .
            .
        }
    ]
}


Raw Body - JSON / XML / HTML / Text

Zoho CRM’s Webhook Body section allows you to send data to an external application in a Raw format. This is useful when the receiving system expects structured data in the following structure.

You can choose:
  1. Raw + Text
  2. Raw + JSON
  3. Raw + HTML
  4. Raw + XML

Raw + Text:

Text format is the simplest. You can type any text and insert merge fields.

UI - Configuration



When to use Text?
  1. When sending a simple message. 
  2. When the external app only expects plain text.

Configuring the Body of a Webhook - Raw - "Text" via Create Webhook API

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

Input JSON

{
    "webhooks": [
        {
           .
           .
           .
            "body": {
                "raw_data_content": "New high score lead: ${!Leads.First_Name} ${!Leads.Last_Name}, ${!Leads.Email}, ${!Leads.Annual_Revenue}, ${!Leads.Phone}, ${!Leads.Industry}, ${!Leads.Owner}",
                "format": "Text",
                "type": "raw"
            },
            .
            .
            .
        }
    ]
}


Raw + JSON:

This is the most common format for APIs. Use this when the receiving system expects structured JSON data.

UI - Configuration



Configuring the Body of a Webhook - Raw - "JSON" via Create Webhook API

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

Input JSON

{
    "webhooks": [
        {
          .
          .
          .
            "body": {
                "raw_data_content": "{\n    \"id\": \"${!Leads.id}\",\n    \"full_name\": \"${!Leads.Last_Name}\",\n    \"email\": \"${!Leads.Email}\",\n    \"company\": \"${!Leads.Company}\",\n    \"profit_score\": \"${!Leads.Profit_Score}\",\n    \"owner\": \"${!Leads.Owner}\"\n}",
                "format": "JSON",
                "type": "raw"
            },
           .
           .
           .
        }
    ]
}


When to use JSON?
  1. When the external system expects structured data
  2. Easier validation

Raw + HTML:

HTML format is useful for sending stylized messages or formatted content.

UI - Configuration

Configuring the Body of a Webhook - Raw - "HTML" via Create Webhook API

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

Input JSON

{
    "webhooks": [
        {
            .
            .
            .
            "body": {
                "raw_data_content": "<p><strong>New Lead Alert</strong></p>\n<p>Name: ${!Leads.Last_Name}</p>\n<p>Email: ${!Leads.Email}</p>\n<p>Company: ${!Leads.Company}</p>\n<p>Profit Score: ${!Leads.Profit_Score}</p>\n<p>Owner: ${!Leads.Owner}</p>",
                "format": "HTML",
                "type": "raw"
            },
            .
            .
            .
        }
    ]
}


When to use HTML?
  1. If the external system displays formatted output

Raw + XML:
Some legacy systems or enterprise applications prefer XML.

UI - Configuration

Configuring the Body of a Webhook - Raw - "XML" via Create Webhook API

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

Input JSON

{
    "webhooks": [
        {
          .
          .
          .
                "raw_data_content": "<Lead>\n    <Id>${!Leads.id}</Id>\n    <Name>${!Leads.Last_Name}</Name>\n    <Email>${!Leads.Email}</Email>\n    <Company>${!Leads.Company}</Company>\n    <ProfitScore>${!Leads.Profit_Score}</ProfitScore>\n<LeadOwner>${!Leads.Owner}</LeadOwner>\n</Lead>",
            "format": "XML",
            "type": "raw"
        },
            .
            .
            .
    }
]
}



When to use XML?
  1. With older systems
  2. When the receiving system only supports XML

Note:
  1. When you switch the webhook method in the UI, Zoho CRM changes the options you can configure:
            GET Method
    1. Only URL Parameters are available
    2. Headers are hidden
    3. Body is hidden
    4.  Because GET requests always send data through the URL and cannot carry a body.
            DELETE Method
    1. Headers are available
    2. URL Parameters are available
    3. Body is still not supported
    4. DELETE requests can include headers, but Zoho CRM does not allow sending a body for DELETE webhooks.

  1. Date-time format:
            Zoho CRM will format any Date or DateTime fields in your webhook according to the format you select.
            
            UI - Configuration

            

           API - Configuration

 
  {
    "webhooks": [
        {
            "module": {
                "api_name": "Leads",
                "id": "5725767000000002175"
            },
            "url_parameters": {
                "module_parameters": [
                    {
                        "name": "Created_Time",
                        "value": "${!Leads.Created_Time}"
                    }
                ]
            },
            "description": "Send leads with Profit Score > 80 to validation system.",
            "http_method": "GET",
            "name": "Push High Score Leads",
            "date_time_format": {
                "datetime_format": "mm-dd-yyyy HH:MM:SS",
                "date_format": "yyyy-mm-dd",
                "time_zone": "America/Los_Angeles"
            },
            "authentication": {
                "connection_name": null,
                "type": "general"
            }
        }
    ]
}


With this, we have covered what a Webhook is in Zoho CRM, how to configure a basic Webhook, how to configure a Webhook with Headers, Body, and URL Parameters, how each component works, how to configure them using the UI, and how the same setup can be created through the POST Webhooks API.

In Part 2, we will explain 
  1. How to manage Webhooks using the GET, PUT, and DELETE Webhook APIs
  2. How to associate a Webhook with a Workflow
  3. How to perform real-time testing by creating records
  4. How an external application receives data from Zoho CRM via Webhook.

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!



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                                    Hi ZeptoMail Team, I'm writing to request a manual review of my account. I am currently stuck on the 100-email daily limit and cannot purchase credits. Status: My domain is already verified (DKIM/CNAME). Issue: The "Customer Validation" option is no longer

                                  • Automation Series: Move Tasks to a different Task List on Status Change

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                                  • Introducing Bigin's all new integration with Microsoft Teams

                                    Picture this: You are on call with your team to discuss some important deals that need to be closed soon. While discussing each deal, your team has to switch back and forth between your Teams account and Bigin account to refer to details about the deal.

                                  • Scaling the customer journey: What's new in CommandCenter

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                                    Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

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                                  • Important update: Migrate to the new SalesIQ live chat widget before April 14, 2026

                                    The old SalesIQ live chat widget will be deprecated on April 14, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After April 14, 2026, the old widget will no longer be maintained, which can lead to slower

                                  • If your IM chats aren’t auto-assigning, here’s what to check

                                    Hey everyone! We’ve been seeing quite a few questions around Instant Messaging (IM) Chat Routing in Zoho Desk, especially around how it actually behaves in real time. So I thought I’d share a practical breakdown of what’s happening behind the scenes.

                                  • connect zoho creator with google drive

                                    Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and place

                                  • Uploaded files are not included when using "Include user submitted data" in Email Notification

                                    In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File

                                  • Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

                                    Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,

                                  • Kanban View for Projects.

                                    At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

                                  • Button ''I'm Interested'' won't translate

                                    Since our main platform is in French, I would like to get this ''I'm Interested'' button translated to French ''Je suis intéressé''. We managed to translate the whole carreer site in French, except the button. How come ? We have a standard subscription,

                                  • Feature request - image resizing on sales orders

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                                  • Email Parser Not Extracting Fields Correctly with Certain Label Formats

                                    I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:

                                  • Zoho CRM Community Digest - February 2026 | Part 1

                                    Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up the

                                  • Nouvelle fonctionnalité : donnez du style à vos pages avec le Branding

                                    Que vous prépariez un webinaire important. Vous avez investi du temps dans votre contenu, invité des intervenants de qualité, et les inscriptions commencent à affluer. Mais votre page d’inscription ? Elle ressemble à toutes les autres : générique, sans

                                  • How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes

                                    Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.

                                  • Marketing Tip #24: Encourage customers to leave reviews

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                                  • Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

                                    Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record

                                  • This version of app doesn't support this notecard type Error

                                    So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just web

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                                    Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite

                                  • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

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                                  • Allocating inventory to specific SO's

                                    Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

                                  • Is this a SCAM email or is it really Zoho?

                                    L.S. I received the following message. Is this from Zoho? I have had a Zoho One account for many years and my website has been online for years. If it is a scam, I think you should know about it.

                                  • How to close an estimate ?

                                    Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be

                                  • Updating Analytical Fields Data

                                    Dear Zoho team, I'm having an issue with the recently added fields in both Analytical Desk and Analytical. How can I generate the data in Analytical when new fields are added? https://analytics.zoho.com/workspace/2436819000000007005/edit/24368190000

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