What is a Webhook?

A webhook is like a digital messenger that delivers real-time updates or notifications from one application to another. Imagine it as a friendly courier that carries information from one place to another on the internet.

How Does it Work?

Here's a simple way to think about it: Let's say you have two favorite apps, App A and App B. You want them to talk to each other whenever something happens in one of them. That's where the webhook comes in.

When you set up a webhook, you're basically telling App A, "Hey, whenever this specific event occurs, let App B know about it!" So, when that event happens in App A, it sends a message (or payload) to App B via the webhook, triggering some action or updating data.

Why Use Webhooks in Casebook?

Webhooks in Casebook allow you to automate data transfers and streamline your workflow by sending real-time updates to external systems. This guide will walk you through the process of setting up a webhook in your Casebook account.

Creating a New Webhook:
  • Navigate to the Admin section.

  • In the Admin section, locate and click on the "Integrations" tab.

  • Within the Integrations menu, you'll find options for both incoming and outgoing webhooks.

  • Choose "Outgoing" to proceed.

    Screenshot 2024-03-25 at 5.28.48 PM
  • Look for the plus Screenshot 2024-03-21 at 11.21.24 AM button labeled "Create a New Webhook" and click on it.
  • You'll be prompted to provide the following details:
    • Name: Give your webhook a descriptive name to easily identify it later.
    • Endpoint URL: This is the destination address where you want the information to be sent.
    • Description: Optionally, add a brief description to remind yourself or others what this webhook is for.
  • Once you've filled in all the necessary details, click the "Save" button to create your webhook.

You've successfully set up a webhook in Casebook. Now, any relevant information will be seamlessly exported from Casebook to your desired website or destination.  Once exported, you should see a JSON message that looks like this:


  "resource": {

    "marital_status": {

      "name": "Single adult",

      "id": "6120b81e-221c-11ea-978f-2e728ce88125"


    "date_of_birth": "02/13/2023",

    "sex": {

      "name": "Male",

      "id": "b149d056-6a9f-46ee-afde-1aec972dbe9f"


    "primary_language": {

      "name": "English",

      "id": "f045ef20-221a-11ea-978f-2e728ce88125"


    "last_name": "Doe",

    "hispanic_or_latino": "no",

    "id": "eedc1ff9-0cf8-4f13-ac9b-dcbd2d25e543",

    "first_name": "John",

    "highest_education_grade": {

      "name": "12",

      "id": "7772ff4a-221d-11ea-978f-2e728ce88125"



  "tenant_id": "be461bd7-2d91-41c6-ab29-4389066bcc71",

  "user_id": "f9762deb-a115-412d-adf7-cf772807734a",

  "resource_id": "eedc1ff9-0cf8-4f13-ac9b-dcbd2d25e543",

  "resource_type": "people",

  "event_type": "CREATE",

  "event_time": "2024-03-26T18:53:16.818049Z"


Additional Tips:

  • Ensure that you have admin permissions to create webhooks in Casebook.
  • Double-check the endpoint URL to ensure that the data is being sent to the correct destination.
  • Regularly monitor and test your webhooks to ensure they are functioning correctly.


Q: Can I create webhooks for incoming data as well?

A: Yes, Casebook supports both incoming and outgoing webhooks. However, this guide focuses specifically on setting up outgoing webhooks.

Q: How can I test if my webhook is functioning correctly?

A: You can test your webhook by triggering the event that it's configured to respond to and checking if the data is successfully sent to the specified endpoint URL.

Q: Are there any limitations on the number of webhooks I can create?

A: While there are no specific limitations on the number of webhooks you can create, it's essential to consider the performance impact on your Casebook account and external systems.


If you encounter any issues or have further questions, don't hesitate to reach out to our support team at support@casebook.net for assistance.