Question

How to use a webhook for a custom detail without a Marketing license?

Hi,

I have a Microsoft Form with a survey, and I want to send the data into Creatio using Power Automate and a Creatio webhook.

I only have Sales and Service licenses — is this still possible?

When I followed the instructions in this Academy article, I wasn’t able to find Data import → Web forms and pages in the top right.
I assume this is because I don’t have a Marketing license.

I can access Web forms and pages directly from the Marketing workspace and was able to get a webhook URL, but it’s not linked to a specific object, so I’m not sure what it’s for.
The webhook I need is for a custom object that’s not even a section — it’s just a detail.

Thank you for your help,

Chani


 

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The webhook URL is generic, not for any specific object. You need to specify the object the payload is for as EntityName in the payload itself. 

See here: https://academy.creatio.com/docs/8.x/no-code-customization/base-integra…

First, add the object the webhook will be for to the "Webhook entities" lookup (it will reject it if the object isn't added to this lookup). Then, you form the payload like this, including the object name as "EntityName" in the payload with the other field values: 

{
	"EntityName": "UsrMyObjectName",
	"UsrSomeField": "Some value",
	"UsrOtherField": "Other value"
}

Ryan

Ryan Farley,

Thank you so much for clarifying!

I added the object to the webhook entity lookup, and got a url from the 'Web forms and pages' section and it's not working :(

My http request looks like this:

{
    "uri": "https://webhooks.creatio.com/webhooks/75af0c45-2099-4923-a5fc-5beac9601a77",
    "method": "POST",
    "headers": {
        "Content-Type": "application/json"
    },
    "body": {
        "EntityName": "UsrEventAttendees",
        "UsrName": "chani",
        "UsrEmailAddress": "chani@gmail.com",
        "UsrJobTitle": "teacher",
        "UsrSchool": "abs school",
        "UsrEventNumber": 3566
    }
}

Any ideas?

Thanks

Chani Karel,

Do you see the webhook request show up in the webhooks section? When the webhook arrives, it will show there and you'll get a status (and any errors) when it attempted to add the data to the UsrEventAttendees object.

Also, you mentioned this is a detail, I assume it needs some Id of the parent record it is for to associate it with the parent record? 

Ryan

Ryan Farley,

No I don't see teh request, I'm looking at the webhook lookup since I don't have a webhook section (maybe becase of missing marketing?)

The detail association is by the event number (UsrEventNumber) and not the Id

Thank you for your help!

The way webhooks work is they actually go to a general Creatio server. Then, they are queued to get sent to your actual Creatio system where they are added to the Webhook table - there's an out of the box process that processes them and adds them to the table specified in the EntityName property in the payload if that exists in the payload, but any webhook data, formed however you want, will end up there once sent from the general Creatio server.

If it's not ending up in the Webhook table and not making it to your system you'll want to check with support so they can look into why it's not showing up. I don't believe Marketing is needed for webhooks, but honestly not sure.

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