How to Push Bulk Webhook?

How to Push Bulk Webhook?

Overview

Bulk Webhook Push in Webhook Manager enables users to resend lead and application data efficiently by retriggering existing webhook logic.

  • Recover & Resend Data: Resolve failed webhook notifications or transmission issues.

  • Bulk Repush: Initiate data push for multiple leads or applications in a single action.

  • Time & Effort Savings: Automates data recovery, reducing manual intervention.

This ensures seamless data transmission and minimizes disruptions in webhook processing.

Plan & Permissions

To use Bulk Webhook Push, ensure the following:

  • Access to Webhook Manager with Bulk Respush permissions.

  • Module Access: You must have access to at least one of the following:

    • Lead Manager

    • Application Manager

    • Opportunity Manager

  • Webhook Logic: Webhooks should already be configured in Meritto CRM.

Step-by-Step Guide to Push Bulk Webhook

Flow 1: Bulk Webhook Push from Lead Manager

  1. Navigate to Lead Manager

    • Go to Lead Manager > Manage Leads from the main menu.

    • Alternatively, use the search bar to find Manage Leads.

  2. Select Leads for Bulk Push

    • Use the checkbox next to each lead to select them individually.

    • To select all leads, click the Select All button in the header.

  3. Initiate Bulk Webhook Push

    • Click Bulk Actions and select Bulk Push to Webhook from the dropdown.

  4. Define Webhook Parameters

    • Webhook Logic Name: Choose the webhook logic for data transmission.

    • Vendor: Select the vendor receiving the data.

    • Trigger: Choose the trigger configured in webhook logic.

  5. Push the Data

    • Click Push to send the selected lead data.

  6. Track Status

    • Monitor the status in API Logs to verify successful data transmission.

Flow 2: Bulk Webhook Push from Application Manager

  1. Navigate to Application Manager

    • Go to Application Manager > Manage Applications from the main menu.

    • Alternatively, use the search bar to find Manage Applications.

  2. Select Applications for Bulk Push

    • Check the box next to individual applications.

    • To select all applications, use the header checkbox.

  3. Initiate Bulk Webhook Push

    • Click Bulk Actions and select Bulk Push to Webhook from the dropdown.

  4. Define Webhook Parameters

    • Webhook Logic Name: Choose the webhook logic for data transmission.

    • Vendor: Select the vendor receiving the data.

    • Trigger: Choose the trigger configured in webhook logic.

  5. Push the Data

    • Click Push to send the selected application data.

  6. Track Status

    • Monitor the status in API Logs to verify successful data transmission.

Flow 3: Bulk Webhook Push from Opportunity Manager

  1. Navigate to Opportunity Manager

    • Go to Opportunity > Opportunity List from the main menu.

    • Alternatively, use the search bar to find Opportunity List.

  2. Select Opportunities for Bulk Push

    • Check the box next to individual opportunities.

    • To select all opportunities, use the header checkbox.

  3. Initiate Bulk Webhook Push

    • Click Bulk Actions and select Bulk Push to Webhook from the dropdown.

  4. Define Webhook Parameters

    • Webhook Logic Name: Choose the webhook logic for data transmission.

    • Vendor: Select the vendor receiving the data.

    • Trigger: Choose the trigger configured in webhook logic.

  5. Push the Data

    • Click Push to send the selected opportunity data.

  6. Track Status

    • Monitor the status in API Logs to verify successful data transmission.

Points to Keep in Mind

  • Ensure that webhook logic is properly configured before initiating the bulk push.

  • Selecting the correct trigger ensures data is sent according to predefined conditions.

  • Use API Logs to check for any errors or failures in data transmission.

Conclusion

The Bulk Webhook Push feature streamlines the process of resending lead, application, and opportunity data, reducing manual effort and ensuring data integrity. It helps recover failed webhook transmissions, minimizes disruptions, and maintains seamless data flow with third-party systems. By leveraging this functionality, you can enhance efficiency, improve data reliability, and maintain accurate records across platforms.

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