Understand no Real Estate webhook framework
Do not expect inbound/outbound webhook configuration from this module.
Before you start
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing.
Follow these steps
- Identify the account, record type and evidence affected by this task.
- Do not expect inbound/outbound webhook configuration from this module.
- CRM hooks are internal extension hooks, not customer-configurable webhooks.
- The relevant access, retention or evidence control has a verified result.
Fields, rules and limits
- CRM hooks are internal extension hooks, not customer-configurable webhooks.
Check it worked
The relevant access, retention or evidence control has a verified result.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
CRM hooks are internal extension hooks, not customer-configurable webhooks.
Why is the record or action unavailable?
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing. Check the current company and record relationship before requesting additional access.