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

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Adding Multiple Files to a Zoho Vault Entry

      There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how

    • FNB South Africa Bank Feed

      I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

      Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

    • Zoho Invoice Customer Login Portal

      Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.

    • the custom domain forwards by default to the old career site / how to switch it off??

      dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria

    • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

    • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

      I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices

    • Hotmail is STILL blocking the zoho mail IP

      Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,

    • Recording Shopify/Amazon fees in Zoho Books - Zoho Inventory

      We are currently flushing out the connections between Shopify/Amazon and Zoho Inventory. For other users of Zoho Books - Zoho Inventory, where and at what point do you record the merchant fees associated with theses channels? I have gotten mixed responses

    • how to undoreconciled transaction

      how to undo reconciled transaction

    • Pre-fill webforms in Recruit

      I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • Function #8: Add additional charges to invoices

      Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

    • Taxes Payable Adjustment

      I am from Canada and I need to make an adjustment to my Taxes Payable (HST) account.  Basically I need to take a portion of the amount within Taxes Payable and expense that portion to another account.  The adjusting entry would like like the following:

    • ASAP Widget Not showing "My Tickets"ed

      Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?

    • Bug Causing Major Sync & SO Access Failures in Zoho POS

      We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users

    • Add Zoho Forms to Zoho CRM Plus bundle

      Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

    • How to view CRM Sales Orders in Desk

      What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension

    • Kaizen #219: 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

    • Zoho Books Extension: What Happens If Custom Fields Already Exist?

      When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

    • Zoho Books Extension: What Happens If Custom Fields Already Exist?

      When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

    • Pricing Strategies: #3 Services never Stop with just Plans

      "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,

    • Cropping Photos for Zoho Sites

      Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?

    • Deluge scripts

      Why is there not a search function to make it easier to find the script of interest when modifications are required.

    • bulk edit records and run internal logic

      hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

    • WebDAV / FTP / SFTP protocols for syncing

      I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

    • Possible for first Signer of Sign Form to specify the next signer in the sequence

      We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.

    • BUG: Can't copy-paste data outside Sheet

      Currently I can't paste data copied from inside any of my Zoho Sheet files to any other app. Copy-paste works inside the sheet It does NOT work between two different sheets These sheets are built from automation templates Everything works fine if I create

    • Zoho CRM Community Digest - November 2025 | Part 1

      Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right on

    • Upload own Background Image and set Camera to 16:9

      Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where

    • The Social Wall: November 2025

      We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app

    • Truesync for Linux

      Is Truesync available on linux ?

    • Hidding/excluding specific picklist options from filter

      Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads module

    • Subforms to Capture Multi-Row Data in Job Sheets

      Subforms transform your job sheets from simple checklists to powerful, data-rich forms. In field service work — whether maintenance, inspection, installation, or repair — a single job can involve multiple repeatable entries: readings, parts used, activities

    • 年内最後のユーザー向けイベント：5名限定！ 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。

    • Add "Fetch Composite Item" Action for Inventory

      I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

    • Adress Labels for sending of the oder und barcode

      We want to print with my address labels to stick on the order of the ware can. there are these options?

    • Next Page