How to update an opportunity by ID using a custom webhook

In this example, we will be updating opportunity status.

 

Steps:

 

 

Find the Webhooks image and select it.

 

After you select "Webhooks," click "show less common options" in blue

 

 

Select "Custom Request" and click "Save + Continue"

 

What we are going to do is a little complicated. As long as you copy/paste the text below into your page just like the completed image shows(you can zoom in on the image with your browser), you can make this work! There is text below the completed image you can use to copy/paste in. What is this step for? We are going to update the opportunity status by the ID returned in the previous step.

 

Completed image:

Fill out "Set up Webhooks by Zapier Custom Request" by copying/pasting the text below so it matches the image.

 

 

Method:

PUT

 

URL:

https://api.prosperworks.com/developer_api/v1/opportunities/PUTOPPORTUNITYIDHERE

 

Data:

{"status": "Type open or whatever status you would like here. The example below says, Open"}

  

Click the  to add more headers till there are four

Make it look like this by copy/pasting the values below in: 

X-PW-UserEmail : type your registered ProsperWorks email here

X-PW-AccessToken : Log into ProsperWorks --> Go to Settings -> API keys -> copy/paste API key here

X-PW-Application : developer_api

Content-Type : application/json

 

 

 

When all the fields have been filled out like the image above, hit  to test this step and then select "Create & Continue"

If it was not successful (a red error message pops up), check to make sure all fields are filled out correctly.

 

 

If you are successful, you should click "view your custom request" to see what it is you got back.

 

 

You are done!

 

** if you want to update more than status, this is what your data section will look like:

 

 

Copy/paste this:

 

{
  "name": "8 New Copy Machines (sample)",
  "assignee_id": null,
  "close_date": "1/23/2017",
  "company_id": 9607580,
  "company_name": "Dunder Mifflin (sample)",
  "customer_source_id": 331241,
  "details": "This is an update",
  "loss_reason_id": null,
  "pipeline_id": 213214,
  "pipeline_stage_id": 987790,
  "primary_contact_id": null,
  "priority": "None",
  "status": "Open",
  "tags": [],
  "monetary_value": 250000,
  "win_probability": 5,
  "custom_fields": [
    {
      "custom_field_definition_id": 100764,
      "value": null
    },
    {
      "custom_field_definition_id": 103481,
      "value": null
    }
  ]
}

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Article is closed for comments.