Hudu Integration: Additional Steps

After configuring the Rev.io to Hudu integration, you must complete the following steps in your Hudu instance. These steps set up the webhook that notifies Rev.io when a company record changes in Hudu.

Step 1: Access the Hudu Admin Area

1. Log in to your Hudu instance as an Administrator.
2. Navigate to Admin in the top navigation bar.
3. In the left-hand sidebar, select Alerts.

Step 2: Create a New Alert

1. Click Edit Alert or create a new alert.
2. Enter a name for the alert, for example: Rev Customer Sync Integration.

Step 3: Configure the Alert Settings

Complete the following fields on the alert form. 

Step 4: Get the Webhook URL from Rev.io

The webhook URL is unique to your Rev.io instance and is found in the Integrations Library.

1. Log in to your Rev.io instance.
2. Navigate to Admin > Integrations Library.
3. Locate the Hudu integration card.
4. Select the Summary tab.
5. Under Hudu Webhook Receiver, copy the Post URL. This is your webhook URL.
   NOTE: This URL is unique to your instance. Do not share it externally.

Step 5: Enter the Webhook URL in Hudu

1. Return to the Hudu alert you are configuring.
2. Paste the copied Post URL into the Webhook URL field.

Step 6: Enter the Webhook Payload

In the Webhook Payload field, enter the following exactly as shown:

{
  "message": "Hudu $RECORD_TYPE alert: Hudu record $RECORD_ID ($RECORD_NAME) was $ACTION."
}

Step 7: Save the Alert

Click Save to complete the alert configuration. Once saved, Hudu will automatically send a webhook to Rev.io whenever a company record is created, updated, or deleted, triggering the customer sync.