Webhook
Overview
Below is a business‑focused explanation of the Webhook document type, written for practical use within Dafater.
What the Webhook is Used for in Business Operations
The Webhook is used to automatically notify external systems when specific business events happen in Dafater.
Instead of manually exporting data or checking reports, the Webhook ensures that important updates are instantly shared with other tools your business relies on.
In simple terms, the Webhook acts as a real‑time messenger between Dafater and other business applications.
Prerequisites and Setup Requirements
Before using a Webhook, the following should be in place:
- A clear understanding of which business event should trigger the notification
(for example: a document being approved, submitted, or updated) - An external system or service that is ready to receive updates automatically
- Agreement with the receiving team or vendor on what information is needed and when
- Proper business approval, since Webhooks can send sensitive operational data
This setup is usually done once and then runs continuously in the background.
Typical Workflow and How It Fits into Business Processes
A typical business workflow using a Webhook looks like this:
- A business event occurs in Dafater
(such as a transaction being confirmed or a record being approved) - The Webhook is triggered automatically
- The Webhook sends the relevant business information to the connected external system
- The external system takes action
(such as updating records, triggering follow‑up actions, or sending notifications)
This removes delays, reduces manual work, and ensures that all systems stay aligned.
Key Business Scenarios Where Webhook Is Essential
The Webhook is especially valuable in the following situations:
- Financial integrations
Automatically informing accounting or payment systems when transactions are completed - Customer communication
Triggering external messaging or notification platforms after key customer events - Compliance and reporting
Sending real‑time updates to monitoring or audit systems - Operational automation
Keeping multiple business systems in sync without manual intervention - Partner integrations
Sharing updates with vendors, service providers, or partners instantly
In all these cases, the Webhook helps the business operate faster and with fewer errors.
Important Considerations for Users
When using the Webhook, users should keep the following in mind:
- Only enable Webhooks for important and well‑defined business events
- Ensure that shared data follows company policies and confidentiality rules
- Test the setup carefully before using it in live business operations
- Monitor outcomes to confirm that external systems are responding as expected
- Avoid creating unnecessary Webhooks, as too many notifications can cause confusion
Used correctly, the Webhook becomes a powerful tool for automation and real‑time coordination across your business ecosystem.
In summary, the Webhook helps Dafater communicate automatically with other business systems, enabling faster decisions, smoother operations, and better integration across the organization.
Basic Information
- Module: Integrations
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| webhook_doctype | DocType | Link | ✓ | DocType | Dafater document type that triggers the webhook. |
| webhook_docevent | Doc Event | Select | afterinsert, onupdate, onsubmit, oncancel, ... | Specific Dafater document event that sends the webhook. | |
| enabled | Enabled | Check | - | Enable or disable this webhook configuration. | |
| condition | Condition | Small Text | - | Logical rule determining when the webhook should trigger. | |
| html_condition | html_condition | HTML | Condition Examples: ,Reference examples explaining valid webhook trigger conditions. |
| |
| request_url | Request URL | Small Text | ✓ | - | Target endpoint URL receiving webhook requests. |
| isdynamicurl | Is Dynamic URL? | Check | - | Allow dynamically generated request URLs using document data. | |
| timeout | Request Timeout | Int | - | Maximum waiting time for webhook request response. | |
| backgroundjobsqueue | Background Jobs Queue | Autocomplete | - | Queue used by Dafater to process webhook requests. | |
| request_method | Request Method | Select | ✓ | POST, PUT, DELETE | HTTP method used to send the webhook request. |
| request_structure | Request Structure | Select | , Form URL-Encoded, JSON | Format of data sent in the webhook request. | |
| enable_security | Enable Security | Check | - | Enable request signing for secure webhook communication. | |
| webhook_secret | Webhook Secret | Password | - | Secret key used to sign and verify webhook requests. | |
| webhook_headers | Headers | Table | Webhook Header | Custom HTTP headers sent with the webhook request. | |
| webhook_data | Data | Table | Webhook Data | Key-value data fields included in webhook payload. | |
| webhook_json | JSON Request Body | Code | Jinja | Custom JSON payload template using document data. | |
| preview_document | Select Document | Dynamic Link | webhook_doctype | Sample Dafater document used to preview webhook data. | |
| meets_condition | Meets Condition? | Data | - | Indicates whether selected document satisfies the condition. | |
| previewrequestbody | Request Body | Code | - | Preview of final webhook request body. |
Child Tables
Headers (Webhook Header)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| key | Key | Small Text | - | HTTP header name sent by Dafater webhook requests | |
| value | Value | Small Text | - | Header value included by Dafater in webhook requests |
Data (Webhook Data)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| fieldname | Fieldname | Select | ✓ | - | Target document field receiving webhook value in Dafater |
| key | Key | Data | ✓ | - | Webhook payload key mapped to Dafater field |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Webhook Request Log | Linked from | Integrations |