Adding contacts
Add phone numbers or email addresses to receive notifications. The available contact types depend on what your provider has enabled:- Email — Receive notifications via email
- Phone — Receive notifications via text message (if texting is enabled)
Managing notifications
Click on any contact to see its notification settings. From there, you can toggle individual notification types on or off for that contact. This lets you control exactly who gets notified about what—send lead alerts to your sales team’s phones while keeping billing notifications in your inbox.Webhooks
The Webhooks tab lets you send lead data to external systems whenever a lead is assigned to you.Creating a webhook
- Click New Webhook
- Enter the URL where lead data should be sent
- Choose your HTTP method (POST, PUT, or GET)
- Optionally customize the payload template
Payload format
Webhooks always send JSON. By default, the payload includes the lead’s charged amount, scope, lead type, and all deliverable fields for the lead category. The default template looks like this:Template variables
Payload templates support merge fields using double curly braces:{{ variable_name }}.
| Variable | Description |
|---|---|
{{ charged_amount }} | The amount charged for the lead |
{{ scope }} | The geographic scope of the assignment (e.g., county) |
{{ lead_type }} | The name of the lead type |
{{ deliverable_fields }} | Expands to all deliverable fields for the lead category as JSON key-value pairs |
The
{{ deliverable_fields }} variable is special—it expands to raw JSON key-value pairs rather than a single value. Place it inside your JSON object and it will insert all deliverable fields (like name, email, phone, etc.) directly into the payload.{{ first_name }}, {{ last_name }}, {{ email }}, and {{ phone }} are also available as individual variables if you prefer to reference specific fields rather than using {{ deliverable_fields }}.

