Step 1: Acquire a Webhook URL

1. Enter the endpoint of a third-party CRM, for example Webhook.site.

2. Click the Edit button.

3. Change "Content type" to application/json.

4. In Content, paste in your JSON values and click Save.

5. Your unique webhook URL will generate.

6. Copy this value and pasty this to a text document.

Step 2: Create Webhook value in Platform

1. Navigate to Conga Advantage Platform.

2. In the Apps list, go to Automation > Webhooks.

3. Click the + New button to create a new webhook listing.

4. Click into the New Webhook name to edit the name.

5. Select Post/GET as the method.

6. Click into the "Enter the URL to get started" field and copy and paste the webhook URL from the end of step 1.

7. Click the Authentication tab and input your Client ID and Secret values.

   Note: You can store up to 100 secret and HMAC keys per Conga Platform org. This includes webhooks, Composer API client IDs and secrets and other Composer Platform IDs and secrets.

8. Under the Headers tab, input the Key and Values fields. Click the small green checkmark when you are done to add it to the list of Headers.

9. Click Save.

Step 3: Merge with the Document

1. On the Webhook Management page, copy the Webhook ID of your desired webhook by clicking the copy button.

2. Navigate to Document Merge > Document Selection.

3. In your browser URL, ensure the type is equal to Webhook, and paste the Webhook ID in the dataSourceID. Example: congacloud.io/app/merge?type=Webhook&dataSourceid=ccda0cb6-b7f4-aac7-e9odd4335ese7a

Now select one of your existing templates and click Generate & Preview.