> ## Documentation Index
> Fetch the complete documentation index at: https://help.funeralestimatorpro.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Webhook Notifications

> Get notified in Microsoft Teams, Slack, Zapier, or your CRM when a new enquiry comes in.

Webhooks send enquiry details to another system the moment a family submits their contact details. Think of it as an instant alert — the information arrives in whichever tool you use to manage enquiries, without you needing to check your email.

Common uses:

* Get a notification in your **Microsoft Teams** channel
* Send enquiry details to **Slack**
* Trigger a workflow in **Zapier** or **Make** to create a CRM record
* Feed enquiry data directly into your practice management system

To configure webhooks, go to **Settings → Integrations**.

## Setting up your webhook

<Steps>
  <Step title="Get a webhook URL from your receiving tool">
    See the guides below for Microsoft Teams, Slack, or Zapier.
  </Step>

  <Step title="Go to Settings → Integrations">
    You'll see the **Webhook Notifications** section.
  </Step>

  <Step title="Paste your webhook URL">
    Enter the URL from your receiving tool and click **Save Changes**. A webhook secret is generated automatically.
  </Step>

  <Step title="Test it">
    Click **Test Webhook** to send a sample notification. You should see it appear in your connected tool within a few seconds.
  </Step>
</Steps>

## Microsoft Teams

<Steps>
  <Step title="Choose a channel">
    In Teams, go to the channel where you want enquiry notifications to appear.
  </Step>

  <Step title="Add an incoming webhook connector">
    Click the **···** menu next to the channel name, then **Connectors** (or **Manage channel** → **Connectors**). Find **Incoming Webhook** and click **Configure**.
  </Step>

  <Step title="Name it and create">
    Give it a name like "Funeral Estimator" and click **Create**.
  </Step>

  <Step title="Copy the URL">
    Copy the webhook URL that appears.
  </Step>

  <Step title="Paste in your dashboard">
    Go to **Settings → Integrations**, paste the URL, and click **Save Changes**.
  </Step>
</Steps>

## Slack

<Steps>
  <Step title="Create a Slack app">
    Go to [api.slack.com/apps](https://api.slack.com/apps) and click **Create New App**.
  </Step>

  <Step title="Enable incoming webhooks">
    Under **Incoming Webhooks**, toggle it on.
  </Step>

  <Step title="Add to a channel">
    Click **Add New Webhook to Workspace** and select the channel where notifications should appear.
  </Step>

  <Step title="Copy the URL">
    Copy the webhook URL that Slack generates.
  </Step>

  <Step title="Paste in your dashboard">
    Go to **Settings → Integrations**, paste the URL, and click **Save Changes**.
  </Step>
</Steps>

## Zapier

<Steps>
  <Step title="Create a new Zap">
    In Zapier, start a new Zap.
  </Step>

  <Step title="Choose the webhook trigger">
    Select **Webhooks by Zapier** as the trigger and choose **Catch Hook**.
  </Step>

  <Step title="Copy the URL">
    Zapier gives you a unique webhook URL. Copy it.
  </Step>

  <Step title="Paste and test">
    Go to **Settings → Integrations**, paste the URL, click **Save Changes**, then click **Test Webhook**. Zapier will pick up the test data for mapping to your next step (CRM, spreadsheet, email, etc.).
  </Step>
</Steps>

## Testing your webhook

Click **Test Webhook** in Settings → Integrations. This sends a sample notification with:

* **Name:** "Test from Funeral Estimator Pro"
* **Notes:** A message confirming the integration is working
* No real customer data is sent

You should see it appear in your connected tool within a few seconds. If it doesn't arrive, check the troubleshooting section below.

## What the webhook sends

Each webhook delivers a JSON payload containing:

| Field                    | Description                                                  |
| ------------------------ | ------------------------------------------------------------ |
| `lead.name`              | Family member's name                                         |
| `lead.email`             | Email address                                                |
| `lead.phone`             | Phone number (if provided)                                   |
| `lead.preferred_contact` | Email or phone                                               |
| `lead.notes`             | Any message from the family                                  |
| `estimate.total`         | Estimate total amount                                        |
| `estimate.service_type`  | e.g. Cremation, Burial                                       |
| `estimate.estimate_url`  | Link to the branded estimate page                            |
| `estimate.selections`    | Every selected item with category, name, price, and quantity |
| `branch.name`            | Branch name (if applicable)                                  |

<Tip>
  The webhook includes the full estimate breakdown — every category, option, and price the family selected. This means your CRM or practice management system can have the complete picture without anyone re-entering data.
</Tip>

## Webhook secret (for developers)

Each webhook includes an `X-Webhook-Signature` header containing an HMAC-SHA256 signature of the request body. If you're building a custom integration, you can verify the signature to confirm the webhook came from Funeral Estimator Pro:

1. Get the raw request body (before parsing JSON)
2. Compute HMAC-SHA256 using your webhook secret
3. Compare with the value after `sha256=` in the header

Your webhook secret is shown in **Settings → Integrations**. You can copy it, reveal it, or regenerate it at any time.

<Note>
  Most tools (Teams, Slack, Zapier) don't need the webhook secret — it's only relevant if you're building a custom integration and want to verify the sender.
</Note>

## Troubleshooting

**Webhook not arriving?**

* Check the URL is correct — try clicking **Test Webhook** to see what happens
* Make sure your receiving tool is set up to accept POST requests
* Check if a firewall or security tool is blocking incoming requests from external services

**The Test button shows an error?**

* **Status 0** means we couldn't reach the URL at all — double-check it's correct and publicly accessible
* **Status 4xx or 5xx** means your endpoint returned an error — check the receiving tool's configuration

If you're still stuck, contact us at [support@funeralestimatorpro.com](mailto:support@funeralestimatorpro.com) and we'll help you get connected.