NOTE: This feature is part of Data+, an optional add-on for OnCall Air. Learn more about Data+ here, including how you can enroll.
What’s a Webhook (And Why You Should Care)?
A webhook is like a digital doorbell. When something important happens in OnCall Air—like a proposal being presented, accepted, or lost—we can ring the bell and send details about that event to another app or tool you use.
So instead of checking your dashboard all day or asking your team for updates, you can have OnCall Air automatically notify you when something happens.
Think of it like this:
Someone accepts a proposal? 🟢 You get a message.
A proposal expires? ⚠️ You get a message.
Time to follow up on a proposal? 💤 You get a reminder.
Get details of a sold job to share with your install team.
See our more detailed guide and example use cases in the section below.
Types of Webhooks Available in OnCall Air
OnCall Air currently has 2 types of webhooks, which can be useful for different types of automation and reporting.
These can be accessed in the Data+ module here:
Event Subscriptions Webhook
This webhooks alerts your system based on different events that occur on your qotes (aka, consultations). See the Example Use Cases section below to get ideas on how this can be used.
The screenshot below shows the types of events your system can "listen" for:
Sold Proposal Webhook
The sold proposal webhook offers detailed insights into any sold job, including the pricing of the job as well as a list of all products included in the sale.
An example payload of the Sold Proposal webhook can be found by visiting the Data+ page:
Example Use Cases (No Developer Required)
You can connect a webhook to your own software—but if you’re not a programmer, here’s the good news: you can use Zapier or Make.com to hook it all up with just a few clicks.
Below are a few practical ways to use the Event Subscription Webhook in OnCall Air.
Pro tip: use AI tools like ChatGPT to guide you through your specific tooling!
1. 🔔 Text Your Sales Consultant When a Proposal is Viewed
Event: Viewed Remotely
Tool: Zapier
What it does: Sends a text message to the consultant assigned to the proposal.
Example Zap:
Trigger: Webhook receives viewed_remotely event from OnCall Air
Action: Send SMS via Twilio (or email via Gmail) to consultant
Message:
“Heads up!! Your proposal for Nora Smith was just viewed remotely. Might be time to follow up.”
2. 📥 Post in Slack When a Proposal is Accepted
Event: Proposal Accepted
Tool: Slack + Zapier
What it does: Posts a message to your team’s #sales channel.
Example Zap:
Trigger: Webhook receives accepted event
Action: Send Slack message
Slack Message:
🎉 Gabriela just closed a proposal for $18,626 with Bobbie Z in Coral Gables! Great job!
3. 📧 Email Office Admin When a Proposal is Marked Lost
Event: Proposal Lost
Tool: Zapier + Gmail
What it does: Notifies your office manager or follow-up team.
Example Zap:
Trigger: Webhook receives lost event
Action: Send email to office@yourhvacco.com
4. 🗓 Add Follow-Ups to Google Calendar
Event: Presented
Tool: Google Calendar via Zapier
What it does: Automatically creates a calendar reminder to follow up 2 days later.
Example Zap:
Trigger: Webhook receives presented event
Action: Create calendar event titled “Follow up with Bob D. – Proposal Presented”
🧪 What Data Do I Get?
Each webhook sends a detailed JSON package (that’s just a structured list of info) that includes:
Customer details (name, email, address)
Consultant details (name, phone, email)
Event type and description
Status of the proposal
Summary URL to view proposal
Pricing info and view counts on each option
You (or your Zapier setup) can use this to create super-personalized messages.
🚀 How Do I Get Started?
Turn on webhooks in your OnCall Air admin settings.
Choose the event types you want to track (e.g. “Proposal Accepted” or “Viewed Remotely”).
Copy your webhook URL from Zapier or Make.com and paste it into OnCall Air.
Done! You’re now connected and will start getting notifications.
🧠 Bonus Tip: You Can Filter or Customize
Most tools like Zapier let you:
Filter: only run the automation if it’s from a certain consultant or city
Format: customize the message to include customer name, price, etc.
Delay: schedule follow-ups a few hours or days later
Sign up and try out webhooks in Data+ here.