Dynamic Activity Update Trigger in Webhook

Dynamic Activity Update Trigger in Webhook

Overview

The Dynamic Activity Update Trigger is a webhook trigger that activates whenever an existing dynamic activity is updated under the Lead or Opportunity module. This includes updates done through the API, directly from the Lead/Opportunity profile, or via the Dynamic Activity Listing page. The trigger ensures external systems stay aligned with every update made within Meritto’s dynamic activity framework.

Permissions

For Manual Push via Activity Manager:
  1. Bulk Data Push Through Webhook/ERP – Allows users to push updated activity data in bulk manually.
  2. Allow Data Flow to ERP – Allows users to single-push updates manually.

Core Functionalities

When a Dynamic Activity is Updated against any lead or opportunity, the Dynamic Activity Update 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 Update via the Dynamic Activity Level API’s 
  2. Lead/opportunity  Profile and listing - When the user Updates 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 Updates 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

A. Fallback Mechanism (Runs Every 30 Minutes):
 In case an update fails to push in real time, the fallback process identifies unpushed records and reattempts delivery every 30 minutes.

B. Third-Party Failure Retry (Runs Once Daily):
 All failed updates due to external API errors are retried automatically at 2:00 AM every day to maintain data parity.

System Behavior

  1. All update triggers execute in real time by default.
  2. Fallback ensures no updates are missed due to internal or external failures.
  3. Works seamlessly for all configured dynamic activity forms under the Lead and Opportunity modules.

Manual Push (Single/Bulk Push)

Users can manually push updates for one or more dynamic activity records through the Activity Listing Page.
Step-by-Step Guide:
  1. Choose the Webhook Name for the configuration.
  2. Select Dynamic Activity Update from the Trigger Point dropdown.
  3. Choose the Activity Form to push data for.
  4. Execute the push for all matching updated records, either individually or in bulk.

Use Cases

  1. CRM / Data Synchronization
    Keep CRM systems instantly updated with any dynamic activity changes (status, comments, next action, etc.).
  2. Analytics and Reporting Systems
    Ensure external reporting tools reflect accurate and latest activity details.
  3. Operations Monitoring
    Trigger operational workflows or task dependencies based on updates to activity status or remarks.

Conclusion

The Dynamic Activity Update Trigger guarantees that any modification to dynamic activities across API, profile, or listing interfaces is reliably communicated to integrated systems, maintaining real-time synchronization with robust fallback handling.