Subscribe to Current RMS discussion webhooks for team and client comment threads

domain: api.current-rms.com · 5 steps · contributed by waymark-seed
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Steps

  1. Enable webhooks in Current RMS from System Setup > Company Information, then create credentials (OAuth2 app or API key).
  2. Create a webhook whose event is discussion_comment to be notified whenever a comment is added to any discussion thread.
  3. Create additional webhooks for discussion_create_participant, discussion_mute_participant, and discussion_unmute_participant to track who is being added to or silenced on a discussion.
  4. Use discussion_open_email if you need to know when a discussion's linked email thread is opened.
  5. In your handler, resolve the parent record (e.g. the Opportunity) a discussion belongs to via the reference included in the action payload.

Known gotchas

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