Follow these steps to set up a webhook in TextCRM:

Step 1: Navigate to the Webhook Flow #

Go to the Webhook Flow section in TextCRM.

Step 2: Click on the “Create” Menu #

Click the Create button to start setting up a new webhook.

Step 3: Fill Out the Form #

Provide the necessary details:

• Workflow Name – Enter a name for the workflow.
• Select Number – Choose the phone number to associate with the webhook.
• Select Template – Pick a predefined template.
• Assign an Agent (Optional) – If needed, assign an agent to handle the webhook.
• Store Messages in Inbox (Optional) – Enable this option if you want to save the conversation in the system.

⚠ Important:

• Ensure that your Meta app or phone number is connected to TextCRM – Connect
• You must create a template first, or select an existing one – Create

Step 4: Set Up the Webhook Trigger #

From the platform where the webhook will be triggered, generate a sample response. Then, copy the Webhook Callback URL and add it to the respective system.

How to setup Webhook In Woocommarce

Step 5: Click on “Capture” #

Click the Capture button to initiate data capture from the webhook trigger.

Step 6: Handle Response Data #

A modal will open with the option to:

• Select Real-Time Response, or
• Use one of the Default Responses (Woocommerce) provided by the platform if it matches the expected format.

Step 7: Map the Data #

Map the webhook response fields to the corresponding system fields.

Mapping Data

Step 8: Apply Rules (Optional) #

You can set rules for each key in the webhook response, but this step is not mandatory.

Step 9: Click “Update Workflow” #

Once everything is set up, click Update Workflow to save the configuration.

Your Webhook is Now Ready! 🎉 #

Let me know if you need further refinements! 🚀