Connected records
Keep client context attached
Webhooks workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369.
Trigger external workflows and keep important operational events connected to Workspace369 client records, jobs, invoices, payments, files, and reporting data.
POST https://yourapp.co/hooks/billing → 200POST https://yourapp.co/hooks/crm → 200POST https://yourapp.co/hooks/ops → 200Every delivery logged for debugging
Connected records
Webhooks workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369.
Operational fit
Use the integration alongside sales, scheduling, delivery, communication, billing, reporting, and accounting instead of treating it as a separate tool.
Team visibility
Help owners, operators, finance, support, and delivery teams understand what happened without stitching together records across disconnected systems.
How it works
Pick the workspace events — client, invoice, payment, or automation events — that should trigger external workflows.
Workspace369 sends the event to the URL you configure when it happens.
Delivery logs show what fired and when, so failures are visible and fixable.
Connected data
Client record events can trigger workflows in external systems.
Invoice activity fires events your billing and reporting tools can consume.
Payment events let external systems react when money moves.
Automation events let external workflows chain off what runs in the workspace.
Every webhook delivery is logged, so debugging starts from evidence.
Setup
Set up the URL in your external system that should receive Workspace369 events.
Register the endpoint in Workspace369 and select the client, invoice, payment, or automation events to send.
Trigger an event, confirm it arrives, and use the delivery logs to debug.
Operational fit
Workspace369 keeps the integration close to the client record, so owners, operators, finance, support, and delivery are not rebuilding the same story in separate tools.
Bring the external workflow beside Workspace369 records without changing the way your team names clients, jobs, invoices, and projects.
Show the relevant status, event, payment, message, or record where the team already works.
Use the connected context to follow up, bill, schedule, automate, report, and keep the client moving.
In practice
Fire an event when an invoice is paid, and your finance tool updates the moment money moves. The delivery log confirms each send.
A new client record triggers the endpoint you configured, so downstream systems start their part without a manual handoff.
Automation events push to your systems when a workflow runs, and the delivery logs show what fired and when. Debugging starts from evidence, not guesses.
FAQ
Keep exploring
Next step
Map your clients, requests, communication, projects, billing, payments, AI, automations, accounting, and reporting into one calm workspace.