Automation - Call Webhook Action

Overview

The Call Webhook action sends an HTTP POST request with a JSON payload to a user-specified URL whenever an automation trigger fires. It can be paired with any trigger type.

Configuration

The only configuration field is:

Behavior

• HTTP Method: POST

• Content-Type: application/json

• Retry condition: Any response with a status code outside the 2xx range triggers a retry

Payload Structure

Every webhook POST body has the same top-level shape:

{
  "workOrder": { ... } | undefined,
  "record": { ... } | undefined,
  "event": { ... }
}

workOrder Object

Included only for work-order-related triggers (TASK_CREATED, TASK_COMPLETED, TASK_STATUS_MOVEMENT). For all other triggers, this field is undefined (omitted from the JSON).

record Object

Included when the trigger is associated with a parent record. This represents the Project, Request (Opportunity), or Client that the automation is running against.

Record type mapping (backend to UI):

event Object

Always present. Contains metadata about what triggered the automation. Every event object includes these base fields:

Additional fields in event vary by trigger — see the next section.

Trigger-Specific event Fields

Work Order Triggers

These triggers include workOrderId in event and populate the top-level workOrder object.

Work Order Created (TASK_CREATED)

Work Order Marked Complete (TASK_COMPLETED)

No additional status fields beyond the base.

Work Order Status Updated (TASK_STATUS_MOVEMENT)

Record Created Triggers

These triggers do not include workOrder. The record.type indicates whether it is a Project or Request.

Project Created (PROJECT_CREATED)

No extra event fields beyond the base. record.type will be "PROJECT".

Opportunity Created (REQUEST_CREATED)

No extra event fields beyond the base. record.type will be "DEAL".

Note: Account creation does not fire either of these triggers.

Status Movement Triggers

Project Status Updated (PROJECT_STATUS_MOVEMENT)

No extra event fields beyond the base. The new status is available on record.status.

Request Status Updated (DEAL_STATUS_MOVEMENT)

No extra event fields beyond the base. The new status is available on record.requestStatus.

Property Updated Triggers

Project Property Updated (PROJECT_PROPERTY_UPDATED)

No extra event fields beyond the base. record.type will be "PROJECT".

Opportunity Property Updated (DEAL_PROPERTY_UPDATED)

No extra event fields beyond the base. record.type will be "DEAL".

SLA Violation Triggers

Project Phase SLA Violated (PROJECT_PHASE_SLA_VIOLATION) / Request Phase SLA Violated (DEAL_PHASE_SLA_VIOLATION)

Appointment Triggers

Appointment Created (APPOINTMENT_CREATED)

Appointment Rescheduled (APPOINTMENT_RESCHEDULED)

Phase Triggers

Project/Opportunity Phase Started (PROJECT_PHASE_STARTED / REQUEST_PHASE_STARTED)

Project/Opportunity Phase Completed (PROJECT_PHASE_COMPLETED / REQUEST_PHASE_COMPLETED)

Call Trigger

Call Created or Updated (CALL_UPSERTED)

No extra event fields beyond the base. The parent record information is in record.

Example Payloads

Example 1: Work Order Status Updated on a Project

Trigger: Work Order status updated, parent record is a Project.

{
  "workOrder": {
    "id": 4521,
    "title": "Install Solar Panels - Phase 2",
    "description": "Complete rooftop panel installation for east wing",
    "startDate": "2026-03-25T08:00:00.000Z",
    "endDate": "2026-03-27T17:00:00.000Z",
    "createdAt": "2026-03-20T14:30:00.000Z",
    "modifiedAt": "2026-03-27T10:15:00.000Z",
    "priority": 2,
    "recordId": 1892,
    "completionDate": null,
    "status": 3,
    "assigneeId": 42,
    "uid": 489343,
    "isField": true,
    "startDateAllDay": false,
    "endDateAllDay": false
  },
  "record": {
    "id": 1892,
    "createdAt": "2026-02-10T09:00:00.000Z",
    "updatedAt": "2026-03-27T10:15:00.000Z",
    "title": "Smith Residence - 10kW Solar Install",
    "address": "123 Maple Street",
    "geoLocation": { "lat": 33.749, "lng": -84.388 },
    "jurisdiction": { "id": 5, "name": "Fulton County" },
    "stage": { "id": 12, "name": "Installation" },
    "type": "PROJECT",
    "dealValue": 28500,
    "ownerId": 7,
    "city": "Atlanta",
    "state": "GA",
    "trades": ["Solar"],
    "status": "active",
    "requestStatus": null,
    "primaryEmail": "jsmith@example.com",
    "primaryPhone": "+14045551234",
    "uid": 1234934
  },
  "event": {
    "workOrderId": 4521,
    "recordId": 1892,
    "triggerKey": "TASK_STATUS_MOVEMENT",
    "triggerName": "Work Order status updated",
    "currentStatus": 3,
    "previousStatus": 2,
    "eventId": 98765,
    "firedAt": "2026-03-27T10:15:32.000Z"
  }
}

Example 2: Request (Opportunity) Created

Trigger: Opportunity created, no work order context.

{
  "record": {
    "id": 2034,
    "createdAt": "2026-03-27T11:00:00.000Z",
    "updatedAt": "2026-03-27T11:00:00.000Z",
    "title": "Johnson Residence - Solar Consultation",
    "address": "456 Oak Avenue",
    "geoLocation": { "lat": 34.052, "lng": -118.244 },
    "jurisdiction": null,
    "stage": { "id": 1, "name": "New Lead" },
    "type": "DEAL",
    "dealValue": 15000,
    "ownerId": 3,
    "city": "Los Angeles",
    "state": "CA",
    "trades": ["Solar"],
    "status": null,
    "requestStatus": "open",
    "primaryEmail": "bjohnson@example.com",
    "primaryPhone": "+13105559876",
    "uid": 1349323
  },
  "event": {
    "recordId": 2034,
    "triggerKey": "REQUEST_CREATED",
    "triggerName": "Opportunity created",
    "eventId": 98770,
    "firedAt": "2026-03-27T11:00:05.000Z"
  }
}

Example 3: Phase SLA Violated on a Project

Trigger: Project Phase SLA violated.

{
  "record": {
    "id": 1750,
    "createdAt": "2026-01-15T10:00:00.000Z",
    "updatedAt": "2026-03-26T08:00:00.000Z",
    "title": "Garcia Commercial - 50kW System",
    "address": "789 Industrial Blvd",
    "geoLocation": { "lat": 29.760, "lng": -95.370 },
    "jurisdiction": { "id": 8, "name": "Harris County" },
    "stage": { "id": 15, "name": "Permitting" },
    "type": "PROJECT",
    "dealValue": 95000,
    "ownerId": 11,
    "city": "Houston",
    "state": "TX",
    "trades": ["Solar", "Electrical"],
    "status": "active",
    "requestStatus": null,
    "primaryEmail": "garcia@example.com",
    "primaryPhone": "+17135557890",
    "uid": 1234l5
  },
  "event": {
    "recordId": 1750,
    "triggerKey": "PROJECT_PHASE_SLA_VIOLATION",
    "triggerName": "Project Phase SLA violated",
    "overdueAt": "2026-03-26T08:00:00.000Z",
    "slaType": "completion",
    "phaseTemplateId": 22,
    "eventId": 98780,
    "firedAt": "2026-03-27T00:05:00.000Z"
  }
}

Summary: What's Included by Trigger