Webhooks are a great way to connect your different data points in Open To Close to other software. For example, if you need specific information to go to a Google Sheet every time a property is created in Open To Close, you can use the webhook feature to accomplish this.

To set up a webhook, you will need to use an API connection, Zapier (Premium), or another software similar to Zapier. In the examples below, we will be using Zapier since it is the most commonly used option.

This article covers a lot of information, and we know that you may only need to review a few sections. Rather than reading the entire article to find what you're looking for, use these links to get to the area you need.

To start, you will need to go to the hammer icon in your Open To Close account and click on Field Editor. This will show you all of the different field options that you can use with the webhook feature.

Each field will have a circle next to the star that you can click on to indicate that it's a field that can be used with any of the webhooks you create. You can select them individually, or if you know you need all of the fields in a section, you can click on the All option to open your mass actions at the bottom of your screen.

If you select all of the fields and click on Webhook, you will be asked if you want them to be active or not active. Active means they will be usable fields in the webhook and not active means you won't be able to use them.

Be sure to click on the purple Field Groups button to go through each group and section to make sure you include all of the fields you need.

To use the webhook feature in Zapier, you will need to have a subscription that includes "Connections via Webhooks." Check out the pricing on their website to see which subscription fits you best.

The first part of creating a Zap is establishing an endpoint which is essentially where the information goes once the action has been triggered. For example, when a property is created, the endpoint would be the Zap. From there, Zapier sends it to another app that you designate when creating the Zap, such as Google Sheets.

We'll get to that part of the Zap once we've created the endpoint, but if you know how to create the endpoint in Zapier already, skip ahead to Creating the Webhook in Open To Close.

For now, let's go over creating the endpoint for the Zap, which is also known as a trigger in Zapier. Go to your Zapier account, and click on + Create Zap to start a new Zap.

The first part of the trigger is selecting an app. For this, you will want to choose Webhooks by Zapier. Next is the Event, where you'll need to select Catch Hook from the list of choices.

The last step for creating the trigger is to test it. Click on Copy to the right of the webhook URL, and go to your Open To Close account.

Now that you have the URL for your Zap, head over to your Settings (gear icon), and select Apps & APIs from the list. Click on Webhooks on the left side and start building out your initial webhook.

Once everything is in place, click on Submit.

To establish the connection between the endpoint and Open To Close, find the webhook you just created, and click on Send Test Data next to JSON.

Head back over to Zapier and find the Zap you were just on. Click on Test trigger to see if the connection was established. If for some reason the test fails, go back to Open To Close, and click on Send Test Data again.

If the test was successful, you'll see "We found a request!" which means it's connected. Click on Continue to go to the next step.

Now that the trigger (endpoint) has been established between Open To Close and Zapier, it's time to tell the webhook where the data needs to go. We'll continue using the Google Sheets option as our example, but you can search for any other app that works with webhooks.

Similar to the trigger step, you will need to choose an event that happens. For this, we're creating spreadsheet row(s) so that each time the Zap is triggered, it will create a new row on the spreadsheet rather than update and override any existing data.

Select an account to connect to the action. Since we are creating a row in Google Sheets, we will connect our Google account to the Zap. If you have multiple accounts, make sure you are using the correct one.

Now it's time to set up the action. You can select the Google Drive where the spreadsheet resides, or you can leave it blank and it will use your personal Google Drive.

Next, select the spreadsheet you need and then what worksheet you want to use.

Once you have the worksheet pulled in, it will list the header for each column from row one on the spreadsheet. Now it's time to match the column header with a field from Open To Close. We'll use Address as the example.

Clicking on the text box for Address will open a new section for you to search your Open To Close fields. Find and select the one that matches the field.

Continue to go through each section to match it with a field. Once you get to the end, click on Continue to finish setting up the action.

The last step in the process is testing the action. You have three options.