Webhooks Notifications Guide | Master Setup & Integration

Account Refund Limit Reached

Delivers a notification when the refund limit for your account has been reached.

Account Login Blocked Delivers a notification when an account login has had three failed attempts from one IP address.

Account Status Change (Activate/Deactivate) Delivers a notification when an account is activated or deactivated.

Account With Negative Credit Balance Activated This will deliver a notification when an account with a negative credit balance has been switched to active.

Active Brokers 14 Days Without Leads This will send a notification after 14 days (2 weeks) if your active brokers have not gotten any leads.

Broker's Credit Card Failure

This will deliver a notification when one of your broker's credit cards doesn't go through.

Broker's Lead Limit Reached This will deliver a notification when one of your brokers has reach their lead limit for the day.

Broker's Monthly Max Spend This will send a notification when one of your brokers has reached their max spend for the month.

Broker's Transaction Failure This will deliver a notification when a broker has a transaction that has failed.

Change in Filters

Delivers a notification when a filter set is modified.

CIM Recurring Charge In 2 Days Sends a notification when your CIM charge will be authorized in 2 days (48 hours).

Credit Card Added to Authorize.net CIM Delivers a notification when a new form of payment is added for an Authorize.net CIM.

Credit Card Removed From Authorize.net CIM Delivers a notification when a new form of payment is removed for an Authorize.net CIM.

Credit Limit Changed Delivers a notification when an account’s credit limit is adjusted or removed.

CRMStatus - Closed The action is when the CRMStatus is set to Closed, indicating a sale.

Custom Delivery Failure This notification send when a custom delivery has failed.

Custom Delivery Timeout Delivers a notification when a lead sent to another system is not accepted because it took too long to process.

Daily Limit Reached - Filter Level

Delivers a notification when a filter is preventing any more leads because of its daily limit.

Daily Limit Reached - Lead Type Level Delivers a notification when a specific lead type is preventing any more leads because of its daily limit.

Daily Limit Reached - Partner Level Delivers a notification when a partner’s settings are preventing any more leads because of a daily limit.

Delivery Messages Threshold Reached Delivers a notification when the maximum amount of delivery messages have been sent out.

Filter Set Added

Sends a notification when a filter set is added.

Filter Set Status Change Delivers a notification when a filter set is activated or deactivated.

Filter Set Updated Sends a notification when a filter set is updated.

First Matched Lead Delivers a notification when your first lead has been matched.

IPR Call Failed

Delivers a notification when an inbound call fails to connect or last long enough to count as a sale.

IPR Call to Default Phone Delivers a notification when an inbound call redirects to the default phone.

IPR Notification Delivers a notification when an a change has been made to any Phone Routing setting, such as ordering new numbers, or changing phone campaign values.

IPR Voice File Ready Delivers a notification when recorded inbound calls are available to listen to.

Lead Browser Export

Sends a notification when a lead has been exported through a web browser.

Lead Declined Delivers a notification when a lead is rejected for any reason.

Lead Declined By Call Center Sends a notification when a call center declines a lead.

Lead Manual Review Unmatched Sends a notification when a lead needs to be reviewed manually because of an unmatched status.

Leads Put in Manual Review Delivers a notification when a lead is put into the manual review queue awaiting further action.

Lead Refund Denial Sends a notification when a refund for a lead has been denied.

Lead Refund Approval Delivers a notification when a lead refund has been approved.

Lead Refund Approval/Denial Delivers a notification when a lead refund is successfully approved or denied.

Lead Refund Request Delivers a notification when a lead refund request is processed in your system.

leadQC Fail Delivers a notification when leadQC is not able to qualify or fail a lead.

leadQC Reject Delivers a notification when leadQC rejects a lead for being too low of quality.

Low Account Balance Delivers a notification when a partner has a low account balance. The trigger for the dollar amount is set in each Partner’s Invoicing/Billing tab.

Low Account Balance Autocharge Delivers a notification when a Partner’s account is autocharged using Authorize.net CIM because their balance dropped below the set trigger dollar amount. The charge can end up being a success or a failure.

Low Account Balance Autocharge - Success Same as Low Account Balance Autocharge but only if the autocharge is successfully processed.

Manual Payment

Delivers a notification when an account has money manually added or subtracted via the Transactions tab.

Monthly Limit Reached - Filter Level Delivers a notification when a partner’s settings are preventing any more leads because of a monthly limit.

Monthly Limit Reached on 90% - Partner Level Delivers a notification when your monthly limit has reached 90% of its limit.

Monthly Limit Reached - Lead Type Level Delivers a notification when a partner’s settings are preventing any more leads because of the specific lead type.

Monthly Limit Reached - Partner Level Delivers a notification when your monthly limit has reached 100% of its limit.

New Lead - Call Center Verification

Delivers a notification when a new lead in your system has been verified by a call center.

New Lead - Matched Delivers a notification when a new lead in your system is successfully matched with a buyer.

New Lead - Matched IPR IPR stands for inbound phone routing. Sends a notification when a phone lead has been matched.

New Lead - Matched with Any of the Listed Partners Delivers a notification when a new lead in your system is matched with specific partners that you select.

New Lead - No Matches

Delivers a notification when a new lead fails to find a match in your system.

1. This is related to a report to get ALL unmatched leads at once

2. If needed as a webhook, you can setup "new Lead - no match" to post them out in real time

3. If you need the report sent somewhere, it can be done via the Timed reports section

New Lead - Unmatched Sends a notification when a lead has been granted the unmatched status.

New Signup Delivers a notification when a new Partner account has been created.

New Ticket Delivers a notification when a work ticket is assigned to you.

Partner Simple Note - Add

Sends a notification when a partner has added a note.

Partner Simple Note - Edit Sends a notification when a partner has edited a note.

Payment on Account Delivers a notification when a payment is attempted to be made on an account in your system.

Payment on Account - Failure Delivers a notification when a payment is attempted but is met with an error response.

Payment On Account Refund - Success Delivers a notification when a refund is attempted and is met with a success response.

Payment on Account - Success Delivers a notification when a payment is attempted and is met with a success response.

Payment on Account - Success - First Time Delivers a notification when an account’s first payment succeeds.

Phone Number Added To DNC List Sends a notification when a phone number has been added to the Do Not Call list.

Sales Rep Assigned To Partner

Delivers a notification when a sales representative has a partner they have been assigned to.

Scheduler Created Sends a notification when a schedule has been created.

Scheduler Deleted Sends a notification when a schedule has been deleted.

Source Mass Add/Delete To/From Partners When a source (SRC) has been mass added or deleted to or from a partner/s.

SMS Notification Sends a notification when an SMS (text) message has been sent.

Source Created Sends a notification when a source (SRC) has been created.

Source Status Change (Activate/Deactivate) Delivers a notification when a source is activated or deactivated.

Source Update Sends a notification when a source (SRC) has been updated.

Support Ticket - Changes made by Support Delivers a notification when the client services team adjusts a support ticket.

Suspension Alert Sends a notification when your system is in danger of being suspended.

Test Lead

Use this to configure a standard test lead that you can send to partner via the Lead Filter Sets.

Test Lead Email Use this to configure a standard test lead email that you can send to partner via the Lead Filter Sets.

Ticket - New Conversation Delivers a notification when a new conversation is started on an open ticket.

Ticket Closed Delivers a notification when a support ticket is closed.

Transaction on Account - Setup Fee Delivers a notification when a manual payment type “Setup Fee” has been made via the Transactions tab.

Vendor/Source Lead Limit Exceeded

Sends a notification when a vendor or source has exceeded their lead limit.

Vendor Status Changed from NOT APPROVED Delivers a notification when a vendor is approved in your system.

Vendor Status is Set to ACTIVE/INACTIVE Delivers a notification when a vendor goes inactive or becomes inactive again.

Weekly Limit Reached - Filter Level

Sends a notification when the weekly lead limit has been reached for a specific filter set.

Weekly Limit Reached - Lead Type Level Sends a notification when the weekly lead limit has been reached for a specific lead type.

Weekly Limit Reached - Partner Level Sends a notification when the weekly lead limit has been reached for a specific partner.

Webhooks / Notifications Guide

Webhooks / Notifications Guide

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