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Custom Workflow Webhooks

Users can leverage different webhooks that will send notice when an application reaches a specific stage of their workflow or if a specific action was taken. To configure webhook notifications, open the Builders tab in the left-side menu, select Workflow, then open the desired template.
Within the workflow template, click on the blue settings cog on the right.
Click on the Webhooks tab. To turn on a webhook notification, check the box next to the desired webhook and enter a url in the ‘link’ box. Optionally, to add another url ‘link’ for the same webhook (i.e. to get notified in multiple url locations), click the ‘+’ icon and enter the url. Hit the ‘Save Template’ button to apply the changes.
Webhook categories below match the groups shown in the workflow builder. Each webhook includes when it fires and an example payload.

Activity Hub

These webhooks notify when Activity Hub calls, SMS, email, tasks, or related events occur on a deal.

Call Created

This webhook fires when a call is created for a deal.
JSON

Call Updated

This webhook fires when a call is updated for a deal.
JSON

Incoming Call

This webhook fires when an incoming call has been logged.
JSON

Incoming Call Missed

This webhook fires when an incoming call has been missed.
JSON

SMS Received

This webhook fires when an SMS is received for a deal.
JSON

Email Received

This webhook fires when an email is received for a deal.
JSON

Email Activity Update

This webhook fires when an email is marked as sent, opened, delivered, bounced, complained, or unsubscribed.
JSON

Task Created

This webhook fires when a task is created for a deal.
JSON

Task Updated

This webhook fires when a task is updated for a deal.
JSON

Task Due

This webhook fires when a task is due for a deal.
JSON

Task Comment Added

This webhook fires when a comment is added to a deal task.
JSON

Call Recording Available

This webhook fires when a call recording is available for a deal.
JSON

SMS Status Changed

This webhook fires when the status of an SMS changes.
JSON

Phone DNC Requested

This webhook fires when a phone number DNC (Do Not Call) request is made.
JSON
This webhook fires when a recipient clicks a link in an outbound SMS.
JSON
This webhook fires when a recipient clicks a link in an outbound email.
JSON

Application Progress

These webhooks fire for application submissions, status changes, and stage transitions. Stage transition webhooks (Application through Funded) fire when an application moves into that stage. The payload includes from, to, is_rollback, and via_automation.

Application Started

This webhook fires when a new application is submitted, under one of the following circumstances:
  • The applicant completes the first screen of the widget (excluding pre-qualification screens), OR
  • An application is created via the API, OR
  • An application is duplicated
JSON

Application Fully Submitted

This webhook fires when an application is fully submitted, under one of the following circumstances
  • An application is submitted completely via the widget, OR
  • An existing application receives the applicants DocuSign signature and a bank connection is made
  • A deal is created in a users Internal Funding Workflow via the users client network submitting a placement via Lendflow
JSON

Application Completed

This webhook fires when an application is signed by all owners and has at least one bank statement uploaded.
JSON
This webhook fires when an application is signed by one owner and has at least 3 bank statements uploaded.
JSON
This webhook fires when the application has signed consent and a plaid connection has successfully been made.
JSON

Application Dead

This webhook fires when an application has its status marked as ‘Dead’.
JSON

Application Restored

This webhook fires when an application is restored.
JSON

Application API Data Updated

This webhook fires whenever application data is created or updated via the API, regardless of which data object changed. The payload lists the updated blocks.
JSON

Workflow Status Updated

This webhook fires when the status or sub-status of an application has been updated or set
JSON

Partner Workflow Status Updated

This webhook fires when the destination deal (deal created as a result of a placement) has a workflow status set or changed
JSON

Application

This webhook fires when an application has moved into a new stage.
JSON

Underwriting

This webhook fires when an application has moved into a new stage.
JSON

Score Cards

This webhook fires when an application has moved into a new stage.
JSON

Placement

This webhook fires when an application has moved into the Placement stage.
JSON

Offer

This webhook fires when an application has moved into a new stage.
JSON

Closing

This webhook fires when an application has moved into a new stage.
JSON

Funded

This webhook fires when an application has moved into a new stage.
JSON

Dead Applications

These webhooks fire when an application has remained in a dead status for a given number of days.

Application Dead 15 Days

This webhook fires when an application has been dead for 15 days.
JSON

Application Dead 30 Days

This webhook fires when an application has been dead for 30 days.
JSON

Application Dead 60 Days

This webhook fires when an application has been dead for 60 days.
JSON

Application Dead 90 Days

This webhook fires when an application has been dead for 90 days.
JSON

Application Dead 120 Days

This webhook fires when an application has been dead for 120 days.
JSON

Application Dead 150 Days

This webhook fires when an application has been dead for 150 days.
JSON

Application Dead 180 Days

This webhook fires when an application has been dead for 180 days.
JSON

Application Dead 210 Days

This webhook fires when an application has been dead for 210 days.
JSON

Application Dead 240 Days

This webhook fires when an application has been dead for 240 days.
JSON

Application Dead 270 Days

This webhook fires when an application has been dead for 270 days.
JSON

Application Dead 300 Days

This webhook fires when an application has been dead for 300 days.
JSON

Application Dead 330 Days

This webhook fires when an application has been dead for 330 days.
JSON

Application Dead 360 Days

This webhook fires when an application has been dead for 360 days.
JSON

Application Notes

These webhooks fire when a deal note is added to an application.

New Application Note Created

This webhook fires when a deal note is added to a deal in an application
JSON

Business Notes

These webhooks fire when a business note is added to a deal.

New Business Note Created

This webhook fires when there is a new business note added to a deal
JSON

Data Orchestration

These webhooks fire when a data orchestration template runs and the master status or outcome changes.

Complete Pass

This webhook fires when a data orchestration template runs and the master status is marked as complete-pass, and the outcome is marked as pass.
JSON

Complete Fail

This webhook fires when a data orchestration template runs and the master status is marked as Complete-Fail, and the outcome is marked as fail.
JSON

Manual Review

This webhook fires when a data orchestration template runs and the outcome is marked as manual review.
JSON

Missing Data

This webhook fires when a data orchestration template runs and the status is marked as missing data.
JSON

Error

This webhook fires when a data orchestration template runs and the status is marked as error.
JSON

Undetermined

This webhook fires when a data orchestration template runs and the status is marked as undetermined.
JSON

Data Orchestration Step Completed

This webhook fires when a data orchestration step completes (configured on the data orchestration template).
JSON

Data Orchestration Outcome Reached

This webhook fires when a data orchestration outcome is reached for a step (configured on the data orchestration template).
JSON

Discovery Call

These webhooks fire when discovery call activity is completed on a deal.

Discovery Call Completed

This webhook fires when a discovery call is marked as complete on a deal.
JSON

Documents

These webhooks fire when documents are uploaded or stips are requested on an application.

Bank Statement Uploaded

This webhook fires when a bank statement was succesfully uploaded to an application
JSON

Any Document Uploaded

This webhook fires when any new document has been uploaded to an application, regardless of the document type.
JSON

Stips Uploaded

This webhook fires when a new application stip or offer stip has been uploaded to an application.
JSON

Stip Uploaded on an Accepted Offer

This webhook fires when a document is uploaded for an accepted offer stip.
JSON

Accepted Offer Has All Required Stips

This webhook fires when all documents for an accepted offer stip have been uploaded.
JSON

Application Stip Requested

This webhook fires when a new application stip is requested.
JSON

Offer Stip Requested

This webhook fires when an offer stip is requested.
JSON

Widget File Uploaded

This webhook fires when a document is uploaded via Widget.
JSON

API File Uploaded

This webhook fires when a document is uploaded via API.
JSON
These webhooks will notify users when a Third-Party Connection action was performed

Borrower Platform File Uploaded

This webhook fires when a document is uploaded via Borrower Platform.
JSON

Funding Transaction History

These webhooks fire when funding transaction history is updated on a deal.

Funding Transaction History Updated

This webhook fires when a funding transaction is created or updated on a deal.
JSON

Offer Progress

These webhooks fire when an offer is created, updated, shared, or changes status.

New Offer Created

This webhook fires when a new offer has been created for an application.
JSON

Offer Updated

This webhook fires when a funder has made an update to any of the details of their offer, this webhook does not take into account changes to the Offer Status
JSON

Offer Confirmed

This webhook fires when final closing details are recorded for an offer through Confirm Offer.
JSON

Offer Sent

This webhook fires when an offer’s status changes to Sent in the Lendflow Dashboard or through Update Multiple Offer Statuses.
JSON

Offer Accepted

This webhook fires when an offer’s status changes to Accepted in the Lendflow Dashboard, the Borrower Platform, or through Update Multiple Offer Statuses. A status_updated_via_borrower_platform value of true means the Borrower Platform accepted the offer; false means another channel made the update.
JSON

Offer Shared with Borrower

This webhook fires when an offer has been shared with an applicant via the Borrower Portal.
JSON

Offer Retracted

This webhook fires when an offer’s status changes to Retracted in the Lendflow Dashboard or through Update Multiple Offer Statuses.
JSON

Offer Retracted in Closing

This webhook fires when a new offer has been marked as retracted in the Closing stage.
JSON

Offer Declined

This webhook fires when an offer’s status changes to Declined in the Lendflow Dashboard or through Update Multiple Offer Statuses.
JSON

Offer Declined In Closing

This webhook fires when a new offer has been marked as declined in the Closing stage.
JSON

Competing Offers

This webhook fires when an application has received an offer from another funder. It will help funders identify if they should send out adverse action notifications to applicants. The webhook will fire with "has_competition": true when another funder creates an offer. Note that if an offer is created and then is retracted, a second webhook will fire with "has_competition": false
JSON

Placement Progress

These webhooks fire when a lender placement is created or its status changes.

Lender Placement Created

This webhook fires when a lender placement is created.
JSON

Placement Pending

This webhook fires when a lender placement status is pending.
JSON

Placement Declined

This webhook fires when a lender placement status is declined.
JSON

Placement Approved

This webhook fires when a lender placement status is approved.
JSON

Placement Error

This webhook fires when a lender placement status is error.
JSON

Placement Queued

This webhook fires when a lender placement status is queued.
JSON

Placement Duplicate

This webhook fires when a lender placement is duplicated.
JSON

Placement Pending Review

This webhook fires when a lender placement status is pending - review.
JSON

Placement Missing Info Or Docs

This webhook fires when a lender placement status is pending - missing info or docs.
JSON

Post Funding Progress

These webhooks fire for post-funding milestones such as repayment progress and renewal windows.

Offer Repaid Forty Percent

This webhook fires when an applicant has repaid forty percent of their offer.
JSON

Renew Offer After 60 Days/2 Months Funded

This webhook fires when 60 days have passed after an offer has been funded.
JSON

Renew Offer After 90 Days/3 Months Funded

This webhook fires when 90 days have passed after an offer has been funded.
JSON

Renew Offer After 120 Days/4 Months Funded

This webhook fires when 120 days have passed after an offer has been funded.
JSON

Renew Offer After 150 Days/5 Months Funded

This webhook fires when 150 days have passed after an offer has been funded.
JSON

Renew Offer After 180 Days/6 Months Funded

This webhook fires when 180 days have passed after an offer has been funded.
JSON

Renew Offer After 210 Days/7 Months Funded

This webhook fires when 210 days have passed after an offer has been funded.
JSON

Renew Offer After 240 Days/8 Months Funded

This webhook fires when 240 days have passed after an offer has been funded.
JSON

Renew Offer After 270 Days/9 Months Funded

This webhook fires when 270 days have passed after an offer has been funded.
JSON

Renew Offer After 300 Days/10 Months Funded

This webhook fires when 300 days have passed after an offer has been funded.
JSON

Renew Offer After 330 Days/11 Months Funded

This webhook fires when 330 days have passed after an offer has been funded.
JSON

Renew Offer After 360 Days/12 Months Funded

This webhook fires when 360 days have passed after an offer has been funded.
JSON

Scorecards

These webhooks fire when scorecard evaluation finishes.

Scorecard Finished

This webhook fires when a scorecard run has finished.
JSON

Scorecard Group Finished

This webhook fires when a scorecard group run has finished.
JSON

Signed Application

These webhooks fire when a signature action is requested or performed.

Application Signature Requested (DocuSign Only)

This webhook fires when a new signature request is created for an application.
JSON
This webhook fires when a document was successfully signed for an application
JSON

Application Signature Failed (DocuSign Only)

This webhook fires when a document was failed to be signed for an application
JSON
These webhooks will notify users when a Document Upload action was performed

Third Party Connections

These webhooks fire when a third-party connection action is performed.

Plaid Connection Success

This webhook fires when a new Plaid connection is successfully made in an application.
JSON

Plaid Connection Failure

This webhook fires when a Plaid connection has failed in an application.
JSON

Codat Connection Success

This webhook fires when a new Codat connection is successfully established in an application.
JSON
These webhooks will notify users when a Data Orchestration action was ran and the master status or outcome change

Widget Progress

These webhooks fire based on widget applicant activity.

Widget Inactivity Notice

This webhook fires when an applicant drops off the widget i.e. they close out the widget or there has been no widget activity in 10+ minutes.
JSON

Checkout Progress

These webhooks fire as an applicant progresses through checkout.

Checkout Step Complete

This webhook fires when a checkout step has been completed.
JSON

Checkout Complete

This webhook fires when all checkout steps have been completed.
JSON

Application User Assignment

These webhooks fire when an assigned user on a deal is set or updated.

Application Onboarding Updated

This webhook fires when an onboarding user has been assigned or updated for a deal.
JSON

Application Analyst Updated

This webhook fires when an analyst user has been assigned or updated for a deal.
JSON

Application Processor Updated

This webhook fires when a processor user has been assigned or updated for a deal.
JSON
These webhooks will notify users when a Signature Action is requested or performed

Borrower Platform

These webhooks fire when an applicant interacts with the Borrower Platform.

Borrower Platform URL Visited

This webhook fires when a borrower platform URL has been visited.
JSON

Visit with Shared Offers

This webhook fires when a borrower visits the borrower platform while in the offer stage and has shared offers.
JSON

Custom Webhooks

Custom webhooks are user-defined in the workflow builder. Their payload depends on the parameters configured for each custom webhook.

Custom Webhook

This webhook fires when a custom webhook configured on the workflow template is triggered. The event value is custom_webhook, and the data.object shape depends on the parameters defined for that custom webhook.

FAQ

Yes. Select the + icon for the event and add another destination URL.
Each webhook definition in this guide describes the action or workflow event that triggers it. Enable only the events your integration needs.
No. Review the example for the selected event. Custom webhook payloads depend on the parameters configured for that custom webhook.

Next steps

Email Notifications

Configure applicant and organization emails for workflow events.

Verify Webhook Authenticity

Verify that incoming webhook requests were sent by Lendflow.