History via JSON Webhook (Heap CRM)

Saturday, September 25th, 2010

A few months back, Heap CRM started storing a history of when a particular prospect changed transaction stage (type), probability or value. You have been able to see and search this info for a while. However, until now, you couldn't use this info from an external source. Now you can from the WebHook.

Just like set "searchpeople" to "true", to search people or "stats" to "true" to retrieve statistics information; you set "history" to "true" to retrieve history. This will result in something like:

[{
"date": "September 15th, 2010",
"type": "lead",
"probability": "0.4000",
"value": "100.0000",
"expectedvalue": "40.0000"
},
{
"date": "June 29th, 2010",
"type": "lead",
"probability": "0.4000",
"value": "100.0000",
"expectedvalue": "40.0000"
}]

Because this addition is to the WebHook, you can use this info in a whole bunch of places including Google Spreadsheets, your website, or really anywhere you can process JSON.

WebHook Developer Page >

Universal JSON and POST WebHook in Torch Project Management

Monday, July 20th, 2009

In addition to supporting Beanstalk, GitHub and Assembla, Torch Project Management supports a standard JSON payload posted to the WebHooks URL (it should be placed in the POST variable “json” with a "title" and "body" variable) or sending directly to the POST variables "title" and "body".

Just like our custom integrated applications you can:

  • Categorize the message
    • Add [category:Name of Category] to the body
  • Complete event/task entries
    • Add [complete:Name of Event/Task] to the body
  • Add Time entries
    • Add [time:Note about Time:1.5] to the body where 1.5 is the number of hours

Universal JSON WebHook in Heap CRM

Sunday, July 19th, 2009

In addition to supporting Shopify and MailChimp, Heap CRM supports a standard JSON payload posted to the WebHooks URL (it should be placed in the POST variable "json"). An example payload might looks something like this:

{
"name":"John Doe - ACME",
"title":"Owner",
"email":"john@doe.com",
"phone":"000.000.0000",
"mobile":"000.000.0000",
"fax":"000.000.0000",
"address":"123 Main St.",
"city":"Any Town",
"state":"WA",
"zip":"00000",
"country":"USA",
"website":"http:\/\/www.doe.com",
"notes":"Notes",
"categories":["Category One","Category Two"]
}

Heap is smart enough to just add new people and ignore duplicates.