Dynamic Activity Create Trigger in Webhook Module

Dynamic Activity Create Trigger in Webhook Module

Overview

The Dynamic Activity Create Trigger is a webhook trigger that activates in real time whenever a new dynamic activity is created against any  lead or opportunity. This includes activity creation from the API, Lead/Opportunity profile, or the Global Add option i`n the Manage Activity Listing page. The trigger enables seamless data exchange between Meritto and external systems by pushing the activity details immediately upon creation.

Permissions

For Manual Push via Dynamic Activity :
  1. Permissions > Dynamic Activity > Bulk Push To Webhook – Allows users to push dynamic activity creation data in bulk manually.
  2. Permissions > Dynamic Activity > Push To Webhook  – Allows users to single-push activity creation data manually.

Core Functionalities

When a Dynamic Activity is created against any lead or opportunity, the Dynamic Activity Create Trigger is fired. 

Real-Time Trigger Scope
The Application Submitted webhook is fired immediately in the following scenarios:
  1. API -  When any Dynamic activity is created via the Dynamic Activity Level API’s 
  2. Lead/opportunity  Profile and listing - When the user adds Dynamic activity against any lead or opportunity via the Lead/Opportunity Listing or profile page. 
  3. Manage Activity Listing page (Global Add) - When a user adds Dynamic activity against any lead / opportunity  from the Dynamic Activity Listing Page. 
Fields Supported in JSON Builder (Step 2 )
  1. System Fields :
    1. Description
    2. Activity Owner
    3. Activity Added On Date
    4. Dynamic Activity ID
    5. Activity Name
    6. Activity Created On
    7. Last Modified On
    8. Applicable On – Module

  2. Custom Fields :
    1. Text Field
    2. Dropdown Field
    3. Text Area
    4. Date Field

  3. Conditional Filters In Dynamic Activity Level Webhook : 
    1. Currently Dynamic activity system and custom fields are not handled in the Conditional filters 
    2. Only the Dynamic Activity List field is handled through which you can trigger the webhook conditionally for any particular dynamic activity by selecting the same in the conditional filters in the “Dynamic Activity” Field  

Fallback Mechanism

  1. Fallback Mechanism (Runs Every 30 Minutes):
    If a real-time push fails due to an internal delay, the fallback mechanism re-identifies unpushed dynamic activities and pushes them automatically every 30 minutes.

  2. Third-Party Failure Retry (Runs Once Daily):
    All failed records due to third-party API issues are logged and retried automatically at 2:00 AM daily to ensure complete data delivery.

System Behavior

  1. The Dynamic Activity Create trigger operates in real time first.
  2. Fallback ensures no activity creation is missed due to system or third-party issues.
  3. Works seamlessly across all supported dynamic activity forms configured under the Lead or Opportunity modules.

Manual Push (Single/Bulk Push)

Users can manually trigger the “Dynamic Activity Create” webhook for one or more records via the Activity Listing Page .

Step-by-Step Guide:
  1. Select the Webhook Name from the dropdown through which data is to be pushed.
  2. In the Select Trigger Point dropdown, choose Dynamic Activity Create.
  3. The system will then push the matching created activity data in real time. 

Use Cases

CRM / Marketing Automation Sync
Automatically push newly created activities to CRM or automation systems for better customer journey tracking.
Audit and Activity Tracking
Maintain real-time logs of activity creation across users and teams in external audit systems.
Operational Efficiency
Enable instant synchronization with project management or follow-up systems whenever a new activity is logged.

Conclusion

The Dynamic Activity Create Trigger ensures that all newly created dynamic activities—whether added via API, Lead/Opportunity profile, or global add—are transmitted to external systems in real time with complete reliability and fallback coverage.


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