ClientPoint Webhooks: Real-Time Event Triggers
Webhook Events
ClientPoint webhooks provide instant notifications when specific events occur, allowing you to automate workflows without the need for continuous API polling. By integrating these webhooks, you can streamline processes such as CRM updates, follow-ups, and document tracking in real time.
Key Webhook Events
| Category | Event | Description | Event Name |
|---|---|---|---|
| ClientPoint Management | Created | Triggered when a new ClientPoint is created | "created" |
| Modified | Triggered when an existing ClientPoint is updated | "modified" |
|
| Created from Dynamic CRM | Triggered when a ClientPoint is created via a CRM integration | "created" |
|
| File & Link Sharing | Copy to Clipboard | Triggered when a ClientPoint link is copied | "sent" |
| Share Internally | Triggered when a ClientPoint is shared within the organization | "internallyShared" |
|
| Send with ClientPoint | Triggered when a ClientPoint is sent | "sent" |
|
| Scheduled Email Sent | Triggered when a scheduled email containing a ClientPoint is sent | "sent" |
|
| Opened Directly in Email | Triggered when a ClientPoint is accessed via email | "sent" |
|
| ClientPoint Engagement | Viewed | Triggered when a ClientPoint is opened and viewed | "viewed" |
| Shared | Triggered when a ClientPoint is shared externally | "shared" |