Data Capture (Easy Webhook Set Up)

How we help you set up event data retrieval

Using webhooks, partners can send event data from our app to themselves. We have set up 8 data events for partners to use, and can field requests to make other events available. Partners can tie any combination of events to an endpoint.

Data events

• funnel.start - customer visited the portal

• funnel.lead_accepted - an application was generated for the customer. Email has been collected

• funnel.lead_rejected - an application was generated and rejected for the customer. Email has been collected

• funnel.quote_generated - at least one product was accepted for a quote

• funnel.quote_declined - all products customer selected were declined when generating a quote

• funnel.bind - customer purchased a policy

• page.lead_info - a user has entered in all lead information besides products

• page.exposure_final - a user has entered in all business locations and exposure information

See here for sample events

Set up

1. Request us to create a consumer application for you via Slack or email

2. Access the consumer portal using the link and authentication information we will send you.

3. Navigate to "<> Endpoints" on the left sidebar if you are not there already. Click "+ Add Endpoint".

   1. For a refresher of data events, once on the "<> Endpoints" page you can click "Event Catalog" in the middle of the page.

4. Fill out all relevant fields:

   1. Endpoint URL - enter the endpoint you will be sending information to

   2. Description - (optional)

   3. Subscribe to events - check off all data events you want this endpoint to receive

   4. Advanced Configuration - (optional)

5. Click "Create"

6. Read Svix docs on how to receive and verify events https://docs.svix.com/receiving/introduction