What Events can be Used to Trigger Webhooks?
Events are actions within the QuoteValet and QuoteWerks Web system that can trigger notifications. See below for a full list of available events and descriptions for each.
System.ANY → Triggers for all System events
QuoteValet.ANY → Triggers for all QuoteValet events
QuoteValet.Accepted → Document has been accepted by the customer
QuoteValet.AcceptedAwaitingAdditionalSigning → Document has been accepted by one party and is awaiting acceptance or signature from additional required signers.
QuoteValet.AcceptedByProxy → Document was accepted on behalf of the customer by an authorized proxy or representative.
QuoteValet.ApprovalApproved → An internal approval request associated with the document has been approved.
QuoteValet.ApprovalNotApproved → An internal approval request associated with the document has been declined or rejected.
QuoteValet.ApprovalRescinded → A previously granted approval for the document has been revoked or rescinded.
QuoteValet.AutoReminderEnqueued → An automatic reminder related to the document has been queued for future delivery.
QuoteValet.AutoReminderRescheduled → An existing automatic reminder for the document has been rescheduled.
QuoteValet.AutoReminderSent → An automatic reminder related to the document has been sent to the intended recipient.
QuoteValet.AutoReminderTentativelyScheduled → An automatic reminder for the document has been tentatively scheduled but not yet finalized.
QuoteValet.ConvertedToLost → The document has been marked as lost, indicating the opportunity is no longer expected to close.
QuoteValet.Created → The document has been created in QuoteValet.
QuoteValet.CreatedForApproval → The document has been created in QuoteValet specifically for an internal approval workflow.
QuoteValet.CreatedForCustomer → The document has been created in QuoteValet and prepared for customer viewing.
QuoteValet.CreatedForPeerReview → The document has been created in QuoteValet specifically for an internal peer review workflow.
QuoteValet.DocumentCreatedInQuoteValetMobile → The document has been created using QuoteValet Mobile.
QuoteValet.ExpiredQuoteWasViewedByCustomer → An expired document was viewed by the customer or an unauthenticated recipient.
QuoteValet.OptionsChanged → Customer-facing options on the document were modified or selections were changed.
QuoteValet.OrderFormOrderSubmitted → An order was submitted from the document's order form.
QuoteValet.OrderFormViewed → The document's order form was viewed by the customer or an unauthenticated recipient.
QuoteValet.PaymentByProxy → A payment was submitted on behalf of the customer by an authorized proxy or representative.
QuoteValet.PaymentFail → A payment attempt for the document failed or was declined.
QuoteValet.PaymentIntendsToPay → The customer indicated an intent to pay for the document (e.g., selected a payment option or initiated checkout).
QuoteValet.PaymentPending → A payment for the document has been initiated and is pending completion or confirmation.
QuoteValet.PaymentRequestPageViewedByCustomer → The payment request page associated with the document was viewed by the customer or an unauthenticated recipient.
QuoteValet.PaymentRequestSet → A payment request was configured or enabled for the document.
QuoteValet.PaymentSuccess → Indicates that a payment has been successfully submitted by the customer.
QuoteValet.PeerReviewPosted → A peer review comment or response was posted for the document.
QuoteValet.PrimaryQuotePdfViewed → The primary PDF rendition of the document was viewed.
QuoteValet.QuestionPostedByCustomer → A customer posted a question or comment related to the document.
QuoteValet.QuestionPostedBySalesRep → A sales representative posted a question or comment related to the document.
QuoteValet.Recalled → The document was recalled, removing or restricting access for recipients.
QuoteValet.RecalledQuoteWasViewedByCustomer → A recalled document was viewed by the customer or an unauthenticated recipient.
QuoteValet.SignedByAgent → The document was signed by an agent or internal representative as part of a signing workflow.
QuoteValet.SignedByCustomer → The document was signed by the customer as part of a signing workflow.
QuoteValet.SigningFullyExecutedNotificationTriggered → All required signatures have been collected and a fully executed signing notification was triggered.
QuoteValet.SigningRequestTriggered → A signing request was triggered or sent for the document.
QuoteValet.SigningView → The document was viewed in signing mode (e.g., a signing session was opened).
QuoteValet.Updated → The document was updated in QuoteValet.
QuoteValet.UpdatedForApproval → The document was updated in QuoteValet within the context of an internal approval workflow.
QuoteValet.UpdatedForCustomer → The document was updated in QuoteValet and the customer-facing version was refreshed.
QuoteValet.UpdatedForPeerReview → The document was updated in QuoteValet within the context of an internal peer review workflow.
QuoteValet.UploadAreaFileDeletedByCustomer → A file in the document's upload area was deleted by the customer or an unauthenticated recipient.
QuoteValet.UploadAreaFileDeletedBySalesRep → A file in the document's upload area was deleted by a sales representative or internal user.
QuoteValet.UploadAreaFileEditedByCustomer → A file in the document's upload area was edited by the customer or an unauthenticated recipient.
QuoteValet.UploadAreaFileEditedBySalesRep → A file in the document's upload area was edited by a sales representative or internal user.
QuoteValet.UploadAreaFileUploadedByCustomer → A file was uploaded to the document's upload area by the customer or an unauthenticated recipient.
QuoteValet.UploadAreaFileUploadedBySalesRep → A file was uploaded to the document's upload area by a sales representative or internal user.
QuoteValet.ViewedExternal → Indicates that a document was viewed by a party who was not authenticated. This is typically a customer or another participant in a multi-signing workflow.
QuoteValet.ViewedExternalFirstView → The document was viewed externally for the first time by an unauthenticated recipient.
QuoteValet.ViewedInternal → The document was viewed by an authenticated internal user.
QuoteValet.ViewedInternalApproval → The document was viewed by an authenticated internal user in the context of an approval workflow.
QuoteValet.ViewedInternalPeerReview → The document was viewed by an authenticated internal user in the context of a peer review workflow.
QuoteWerksWeb.ANY → Triggers for all QuoteWerks Web events.
QuoteWerksWeb.AfterNewDocument → Fired after a new document is created.
QuoteWerksWeb.AfterOpenDocument → Fired after a document is opened.
QuoteWerksWeb.AfterSaveDocument → Fired after a document is saved.
QuoteWerksWeb.AfterDeleteDocument → Fired after a document is deleted.
QuoteWerksWeb.AfterRenameDocument → Fired after a document is renamed.
QuoteWerksWeb.AfterConvertDocument → Fired after a document is converted to another type.
QuoteWerksWeb.AfterLineItemAdded → Fired after a line item is added.
QuoteWerksWeb.AfterContactSelection → Fired after a contact is selected.
QuoteWerksWeb.AfterShippingSelection → Fired after a shipping option is selected.