topic Re: Publishing a Webhook Single Account Appt in APIs & Integrations

Publishing a Webhook Single Account Appt

StPatrick — Wed, 19 Jul 2023 19:48:11 GMT

Hi,

I'm new to the developer end of HS and I'm trying to implement a webhook that will push data from HS to customer.io. Customer.io gives you the webhook and I have the correct event subscriptions and I've hit subscribe.

What is the next step to "turn it on"? Or do I actually need to make a node app to make this work? And it's just for our internal use.

Thanks so much!

Re: Publishing a Webhook Single Account Appt

coldrickjack — Thu, 20 Jul 2023 09:11:41 GMT

Hey @StPatrick

What you'll need to do is install that app within the HubSpot portal. Once this is done any changes within the portal will trigger the webhook and post to the target URL you've defined. To install the app you need to go through the oAuth2.0 flow. More information here.

This is something you could do using an API client like Postman if all you need is to setup the webhook. If it's more than that you'd likely need to configure a node app for additional logic.

Re: Publishing a Webhook Single Account Appt

StPatrick — Thu, 20 Jul 2023 12:07:37 GMT

thank you. Can I use postman to schedule the call or would I need an app for that?

Re: Publishing a Webhook Single Account Appt

coldrickjack — Thu, 20 Jul 2023 12:32:32 GMT

Hey @StPatrick, what do you mean by schedule? The way the webhooks work with HubSpot is that once the app is installed any time events occur they're triggered and the data is posted to the defined target URL.

Re: Publishing a Webhook Single Account Appt

StPatrick — Thu, 20 Jul 2023 12:43:32 GMT

Sorry - yes but if I do it in postmark don't I have to run it by hand? Clearly I'm missing something 🙂

Re: Publishing a Webhook Single Account Appt

coldrickjack — Thu, 20 Jul 2023 12:45:58 GMT

Ah I get you, so no you don't need to worry. Once the app is installed (which yes you'd need to do manually via Postman) it's done, takes about 2 minutes. The webhooks will just "work". So basically:

Create your app and configure the webhooks in the Developer portal (which you've done)
Install the app using Postman in your portal
Sit back and watch the events trigger

Re: Publishing a Webhook Single Account Appt

coldrickjack — Thu, 20 Jul 2023 12:48:05 GMT

It's a little dated now but during my time working at HubSpot I put together this article running through the ways in which implementing webhooks can be achieved. At the very end there is a video (which should still work) that shows this in practice. I would have just used postman to install that app to get the behaviour in the video.

Re: Publishing a Webhook Single Account Appt

StPatrick — Thu, 20 Jul 2023 12:52:21 GMT

thanks a million!

Re: Publishing a Webhook Single Account Appt

StPatrick — Thu, 20 Jul 2023 14:27:27 GMT

I read the article and looked at the video -- are there instructions how to do this part

Install the app using Postman in your portal

Thanks again for all of you help!

Re: Publishing a Webhook Single Account Appt

StPatrick — Thu, 20 Jul 2023 14:39:32 GMT

making progress -- for those who are here later on you need to go to Basic Info -> Auth. Set a redirect URL (such as your website [hope that's correct]) and then copy and paste the install url to get the authorization screen. Once you have that, THEN you have to do this to get it to appear in your hubspot portal:

https://legacydocs.hubspot.com/docs/faq/installing-an-app

but once you click the install URL you will see a token at the end of the URL. And you need this token for the next step.

(Authorize your app part)

Re: Publishing a Webhook Single Account Appt

StPatrick — Thu, 20 Jul 2023 15:07:18 GMT

Ok so this is the home run swing and here's where I'm stuck: https://legacydocs.hubspot.com/docs/methods/oauth2/get-access-and-refresh-tokens

Is this where I use postman? ty

Re: Publishing a Webhook Single Account Appt

StPatrick — Thu, 20 Jul 2023 15:58:27 GMT

I'm now in Postmark and I think this is the right direction but I'm not getting back a confirmation notice or an error (as it says to look for here: https://legacydocs.hubspot.com/docs/methods/oauth2/get-access-and-refresh-tokens)

What am I missing? TY

Re: Publishing a Webhook Single Account Appt

coldrickjack — Thu, 20 Jul 2023 16:32:09 GMT

Hey @StPatrick

I just put this video together that covers it all from start to finish - hopefully it helps: https://share.vidyard.com/watch/RydjC2PLQsUywJGL7guQfy?

Re: Publishing a Webhook Single Account Appt

StPatrick — Thu, 20 Jul 2023 19:23:33 GMT

Thank you SO much! I REALLY appreciate this. It's perfect. Now to get the attributes I need.

Re: Publishing a Webhook Single Account Appt

coldrickjack — Thu, 20 Jul 2023 19:25:49 GMT

Glad it helped @StPatrick! Best of luck with the project moving forward 😁

Re: Publishing a Webhook Single Account Appt

StPatrick — Thu, 20 Jul 2023 19:34:47 GMT

One last question -- in your video you talk about having the webhook running all the time. Is that where you'd create an app so that you don't have to run the GET request manually every 6 hours?

Re: Publishing a Webhook Single Account Appt

coldrickjack — Thu, 20 Jul 2023 19:46:44 GMT

So I was incorrect (it used to be 6 hours) its now 30 minutes as per this documentation. In any case because your are not explicilty requesting data from HubSpot (you aren't using the access token or polling the APIs) there is no need to run anything or do anything.

Once the app is installed if all you are interested in is being notified via webhook of events happening in the CRM (objects being created, deleted or properties being updated) your grand. No need to refresh tokens, or make any additional requests.

It really comes down to what you're trying to achieve. If you need to do anything more than what is outlined above we're moving into creating a basic app that listens on an endpoint for data and pulls additional information using access tokens.

Re: Publishing a Webhook Single Account Appt

StPatrick — Fri, 21 Jul 2023 00:34:41 GMT

thank you again!!!!