Lead Box
May 7, 2025

Automate Document Workflows with the New File Upload Webhook in Lead Box

A new “File Upload” webhook event has been added to Lead Box, expanding automation capabilities for lead-related document handling.

Key Highlights:

  • Automatically trigger a webhook whenever a file (e.g., PAN Card, Aadhaar Card, or supporting documents) is uploaded to a lead.

  • The webhook sends file details — including name, type, upload time, and URL — to integrated third-party systems in real-time.

  • Enables seamless integration with external workflows such as loan processing or document verification systems.

  • Supports four Lead Webhook events now: Lead Create, Lead Update, Lead Convert, and Lead File Upload.

Note: File URLs remain valid for 7 days. External systems must capture and store the file during that time.

Key Benefits:

  • Eliminates manual data transfers between CRM and partner systems.
  • Ensures secure, real-time document exchange.
  • Increases operational efficiency for document-heavy workflows.

Version: v11.5

Pankaj Kumar
Product Manager