Filters are used to process incoming data according to specific conditions set. This allows to narrow the range of data to be processed by the webhook and process only details that meet certain criteria.
For example, if you need to receive notifications about new orders on your site, you can use filters to set some rules to forward only certain orders to the webhook. You can customize the filters so that the webhook is notified only of calls of a certain type, from a certain source, or excluding some data that is irrelevant to the case.
To configure filters, go to Integrations - Webhooks 2.0 section, choose the existing webhook or create a new one, and go to Filters section
The filters for webhooks are configured as in the call log. For example, you want to transfer webhooks for all incoming calls but exclude calls from the callback.
To do this, create a webhook with the required parameters to submit incoming calls and exclude the Callback parameter type in the filter
You can create one or more rules or a group of rules to filter the submission of parameters to your CRM system.
There are some preset filters that can be useful for your case. In order to use them, you should select them from the list and apply to your webhook.
Here are some of these filters:
Missed calls filter helps to submit info only about missed calls. This filter is available in After call, After call rating menu, and After outgoing call events.
Failed calls filter helps to submit info only about failed calls, calls where the call forwarding scheme hasn't worked properly, or calls to forbidden locations. This filter is available in After call, After call rating menu, and After outgoing call events.
Answered calls filter submits info only about successful calls. This filter is available in After call, After call rating menu, and After outgoing call events.
Callback calls filter submits info about calls from callback widget. This filter is available in Before call, After call, After call rating menu, When taking the call, and On location forwarding.
Proper calls filter submits info about target calls. Proper calls are answered calls which meet the call length criterion set in project settings and are made from the unique phone number within the period set in Sales cycle setting. This filter is available in After call and After call rating menu events.
Parameters in predefined filters can be edited if any changes in set parameters are needed.