In this step-by-step tutorial, I will be walking you through our new feature - Webhooks for resellers. This feature is really powerful and marks a milestone where you can now focus on retention within your dashboard using our webhooks.

You will have access to triggers such as:

Client created - Triggered when a client is created. This is for both trial and paid clients.

Data available:

event": "client_created",
 "data": {
   "username": "string",
   "email": "string",
   "businessName": "string",
   "businessType": "string",
   "registeredAt": "string",
   "isTrial": "boolean"

Client payment failed - Triggered when a client payment fails.

Data available:

"event": "client_payment_failed",
 "data": {
   "username": "string",
   "email": "string",
   "businessName": "string",
   "attemptNumber": "number",
   "subscriptionId": "string",
   "customerId": "string",
   "failedAt": "string"

Trial account converted - Triggered when a trial account is converted to a paid account.

"event": "trial_account_converted",
 "data": {
   "username": "string",
   "email": "string",
   "businessName": "string",
   "planName": "string",
   "price": "string",
   "convertedAt": "string"

Client churned - Triggered when a client churns.

"event": "client_churned",
 "data": {
   "username": "string",
   "email": "string",
   "canceledAt": "string"

Call made - Triggered when a call is made by any client.

"event": "call_made",
 "data": {
   "username": "string",
   "email": "string",
   "duration": "number",
   "from": "string",
   "to": "string",
   "timestamp": "string",
   "callSid": "string"

Text made - Triggered when a text message is sent by any client.

"event": "text_made",
 "data": {
   "username": "string",
   "from": "string",
   "to": "string",
   "messageSid": "string",
   "timestamp": "string",
   "credits": "number"

You can use these as notifications and connect them to Slack or you can connect them to tools like Zapier (Pro plan) or Make or N8N and then use this information to create onboarding campaigns, follow up campaigns, update your CRM, keep track of usage and client retention and much more.

This tutorial will focus on connecting Webhooks using Zapier. You need to have a Zapier Pro subscription to have access to their Webhooks feature.

Tutorial on how to connect to make.com - https://www.myaifrontdesk.com/reseller-tutorials/create-webhooks-in-your-admin-dashboard-make-example

Creation Date: May 13, 2025

Created By: Marko S​

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# My AI Frontdesk

1. Let's navigate to Webhooks in your admin dashboard.

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2. Let's create a webhook.

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3. Choose Slack or API.

Here you can choose if you want to connect your webhook with Slack, or use tools such as Zapier, Make or N8N. For this example I will connect it to with Zapier so we will choose API.

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4. Choose the title for your webhook.

As you will probably creating multiple webhooks for multiple triggers and purposes, give your webhooks distinguishable names so you don't confuse them later.

You will also be able to add a description for each.

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5. Let's find the URL of the webhook you want to connect.

The URL of your webhook is something we need to create in the tool you want to use.

For our use case, we will navigate to Zapier and create a connection there.  

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# Zapier

This is an example with Zapier, you can also use different tools like Make and N8N.

6. Let's first create a Zap.

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7. Click on Zaps…

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8. First we need to set up a trigger for our Zap.

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9. Let's create our webhook!

Important note: You will need to have a Zapier Pro Subscription to be able to use their webhooks feature!

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10. Let's get the trigger event first.

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11. Click on Catch Hook…

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12. Click on Continue

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13. Child Key (if you want all the information from the webhook just skip)

Important note: By default, Zapier gives you the entire payload of the webhook. If you only want to grab certain information and not the full payload, you can specify the Child Key and Zapier will only grab the child key from the object(s) sent to Zapier. That way, your webhook will only grab that information.

For example, given {"contact": {"name": "Mike"}}, add "contact" here to only return {"name": "Mike"}.

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14. Let's connect the webhooks now.

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15. Click on Copy

We will now take this URL and copy it back into the webhooks section in your admin dashboard.

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# My AI Frontdesk

16. Paste the URL into your Admin dashboard - webhooks section.

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17. Now let's add all the events you want to track.

Here is the list of all the events:

Client created - Triggered when a client is created. This is for both trial and paid clients.

Client payment failed - Triggered when a client payment fails.

Trial account converted - Triggered when a trial account is converted to a paid account.

Client churned - Triggered when a client churns.

Call made - Triggered when a call is made by any client.

Text made - Triggered when a text message is sent by any client.

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18. For our example, we will choose all events.

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19. As mentioned before you can add the description for every webhook as well.

Add a detailed description so you know exactly what you want to achieve with each webhook.

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20. Let's create the webhook.

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21. You have created your first webhook! Well done!

The webhook is created. That's awesome.

You will see all the information about your Webhook here.

The type: API

Status: Active

Title: Test Zapier Webhook

URL: https://hooks.zapier.com/hooks/catch/1902700...

Events: All events

Description: This is a test webhook for Zapier.

Created: 5/13/2025, 7:08:13 PM

You can also edit the webhook, deactivate it or just delete it.

Important note: If you deactivate it, it will remain in your dashboard but won't send any data.

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22. Let's go to my receptionists and create an account to test our webhook.

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23. Click on Add New Client…

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24. Let's create a trial account to test out our webhook.

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25. Click on Create my Receptionist

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26. Finish creating the account.

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27. Click on Talk to My AI Receptionist

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28. An account has been created which means that your webhook should have been triggered.

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29. Here is the test account we just created.

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# Zapier - Setting up data structure

30. Let's go to Zapier and test the webhook.

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31. A webhook has been created. Let's check it out.

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32. Here is all the information that was collected that you can now use.

All the information that they leave in the registration you will be able to export here.

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33. Click on Continue with selected record.

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34. Now you can connect to any App available on Zapier and export this information

You can connect to Google sheets, your CRM, Gmail (send email campaigns),...

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# My AI Frontdesk

35. Now let's go back to your Admin dashboard and check all the information and triggers that you can now use.

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36. Click on View Payload Structure

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37. Here is all the information available for the client_created event.

Important note: All of our triggers come with data that you can export and use. Check all of it under View Payload Structure.

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38. All the triggers will be here.

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39. Click on the arrow to see all the information.

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40. All the data for the client_payment_failed event.

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41. Let's look at all the information you can show in Slack.

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42. As mentioned above, we give you an option to connect to Slack and get all the data shown there.

Here as an example of the data that will be shown in Slack for you for the client_created event.

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