How to Send a POST Request When a Lead or Case is Created/Updated in Sage CRM

SOLVED

Hi community,

I need help setting up an event in Sage CRM. Whenever a lead or case is created or updated, I need it to send a POST request to an external server with:

  • The lead or case ID
  • AssignedUserID
  • etc

Could someone explain the best way to set this up?

Thanks!

  • +1
    verified answer

    Firstly I should say that our Roadmap has the addition of webhooks for Sage CRM 2025 R2.  

    But for current supported versions there is more than one way to consider how this can be done.  

    1) Client Side.  You can use the change of action code and mode to detect when the update has completed and you have returned to the summary screen - you could then send an AJAX  web request to the external server.

    2) Server Side.  You could use the UpdateRecord Event function within a TableLevel Script to generate a web request.  This request from the server is likely to be quite clunky.

    3) Database Trigger.  These in theory could be used but I think pose too many issues around performance and security. 

    My preference would be to use the client side technique.

    Have a look at the use of fetch api  - www.w3schools.com/.../api_fetch.asp

  • 0 in reply to Sage CRM

    Hi  

    Thanks for the suggestions.