Module :
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
