API Proposal Webhooks - Triggers and Expected Data

The Estimate Rocket API has 2 web hooks in regards to the Proposal data.
The table below will outline when you should expect to see data output by either of those web hooks.

Trigger - New Proposal
Trigger - Proposal Status Updated


 

Proposal based Events New Proposal Trigger Proposal Status Update Trigger
New Proposal Yes No
Proposal Signed on portal No Yes
Proposal Rejected on portal No Yes
Proposal Expires based on Expiration Date No TBD
Proposal accepted without signature in ER user interface No Yes
Proposal rejected in ER user interface No Yes
Proposal accepted because project accepted in ER user interface No No
Project Archived in ER user interface No No
Project Reactivated in ER user interface No No

 

Change Order based Events New Proposal trigger Proposal Status Update trigger
New Change Order Yes No
Change Order signed by client No Yes
Change Order rejected by client No Yes
Change Order expires based on expiration date No TBD
Change Order accepted without signature in ER user interface No Yes
Change Order rejected in ER user interface No Yes
Change Order accepted because project accepted in ER user interface No No
Project Archived in ER user interface No No
Project Reactivated in ER user interface No No

 



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