Data Capture (Easy Webhook Set Up)

Using webhooks, partners can send event data from our app to themselves. We have set up 7 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.checkout - customer clicked "pay" and was prompted to input their payment information

• funnel.bind - customer purchased a policy

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