Box and Bestow gifting automation via webhook

When to use this

Use this when you want a gift order to be created or triggered automatically after a transaction hits a specific milestone, most commonly a Transaction Status change.

What you need before you start

1. Access to Automations in your Lendware account.
2. A clear trigger event, for example Transaction Status equals Funded.

Step by step setup

1. Create or open the right automation

1. In the left navigation, go to Automations.
   
2. Click Create Automation.
   
3. Select an Automation Purpose. In most gifting cases, select Transaction based automation.
   

2. Configure the trigger

1. Select your trigger. Most commonly, this is a Transaction Status trigger, like a status change to Funded.
   

3. Add the webhook action

1. Under Actions, click Add Action.
2. Select Webhook.
   

4. Configure the webhook details

Use the settings below.

1. Webhook URL
   https://hook.us1.make.com/7nnm7omc83t87uxbyo84s22t2381q990
   Note. This is a universal URL and does not change by customer or trigger.
2. HTTP Method
   Select POST.
3. Headers
   Leave blank and unchanged.
4. Body
   Copy and paste the payload template below into the Body field.

{
  "recipientsdata": [
    {
      "ContactCrmId": "",
      "CompanyId": "",
      "FirstName": "",
      "LastName": "",
      "DOB": "1993-01-01",
      "Email": "",
      "PhoneNumber": "",
      "Address": "",
      "Suite": "",
      "City": "",
      "State": "",
      "ZipCode": ""
    }
  ],
  "OrderList": [
    {
      "Email": "",
      "LoanStatus": "",
      "LO First Name": "",
      "LO Last Name": "",
      "TeamId": ""
    }
  ]
}

5. Apply, save, and enable

1. Click Apply on the webhook action.
2. Finish any other steps in the automation.
3. Save and enable the automation.

Best practice

If you already have an existing milestone automation, you can add the webhook action there instead of creating a brand new automation.

 Need more help? Check out: Using the Webhook Action