Events & Webhooks: A Practical Cookbook

Levi’s event and webhook system lets you connect your assistant to almost anything — CRMs, Slack, Zapier, Google Sheets, analytics platforms, or even your custom backend.
This guide serves as your cookbook for using Levi’s event triggers and webhooks to extend functionality, automate workflows, and build custom integrations.

🍳 What You’ll Learn

By the end of this guide, you’ll be able to:

  • Understand Levi’s event architecture

  • Create outgoing webhooks for any system

  • Receive external events back into Levi

  • Automate actions between tools like HubSpot, Slack, or Zapier

⚙️ Step 1 — Understand Levi Events

Everything in Levi generates an event. Think of these as moments that can trigger actions elsewhere.

Event Name

Description

Example Use

lead.created

New lead captured from chat or form

Send notification to Slack

lead.qualified

Lead meets qualification criteria

Create contact in CRM

booking.scheduled

Appointment booked successfully

Add to Google Calendar

booking.canceled

Appointment canceled by client

Trigger reschedule flow

conversation.closed

Chat ended or conversation marked resolved

Send summary email

💡 Tip: You can view live event activity in Developer → Event Logs.

🔗 Step 2 — Create an Outgoing Webhook

  1. Go to Integrations → Webhooks → Create New.

  2. Choose your event trigger (e.g., lead.created).

  3. Paste the endpoint URL where Levi should send the data.

  4. Select POST as the method and choose data format — JSON is recommended.

  5. Add custom headers (for example, Authorization: Bearer <token>).

  6. Save and test — Levi will send a sample payload.

Example payload:

{
  "event": "lead.created",
  "timestamp": "2025-10-25T09:45:00Z",
  "data": {
    "id": "ld_01HFXYZ",
    "name": "Jane Doe",
    "email": "jane@example.com",
    "source": "Website Chat",
    "status": "new"
  }
}

✅ Your webhook will now fire automatically whenever a new lead appears.

🧠 Step 3 — Receive External Events into Levi

Levi can also receive data from your external apps (for example, CRMs or analytics tools).

  1. Go to Developer → Incoming Webhooks → Create Endpoint.

  2. Copy the provided Levi Webhook URL.

  3. From your external app (e.g., HubSpot, Stripe, Zapier), send a POST request to that URL with your payload.

  4. Map incoming fields to Levi properties — e.g., email, status, source.

💬 Pro Tip: Add a secret header to authenticate external events securely.

🧩 Step 4 — Use Zapier or Make for No-Code Automations

If you’re not writing code, you can still connect Levi using Zapier or Make.

Example Recipes:

Goal

Trigger

Action

Notify team in Slack

lead.created

Post message to #sales-updates

Add new lead to CRM

lead.qualified

Create record in HubSpot

Record every booking in Sheets

booking.scheduled

Append row to Google Sheet

Trigger custom campaign

conversation.closed

Send data to webhook URL

💡 You can combine multiple Levi events to automate complex workflows — like automatically notifying the right salesperson based on lead location.

📊 Step 5 — Monitor and Debug Events

Use Developer → Event Logs to track performance.

Column

Description

Event ID

Unique identifier for each trigger

Status

Delivered, Pending, or Failed

Attempts

Number of delivery retries

Response Code

HTTP code returned by your endpoint

Duration

Time it took to complete the request

✅ Use the Retry button for failed deliveries or temporarily disable a webhook while testing.

🧩 Step 6 — Example: Slack Notification Workflow

Here’s a simple but powerful use case — notify your sales team in Slack every time a new lead is created.

Step

Tool

Action

1

Levi

Trigger event lead.created

2

Zapier

Receive webhook from Levi

3

Slack

Send message to #sales: “New lead {{name}} from {{source}}”

Result: your team never misses a hot lead — all without writing a single line of code.

🧭 Summary

Step

Goal

Time

1. Understand Events

Learn how Levi triggers actions

5 min

2. Create Outgoing Webhook

Send data to external apps

10 min

3. Receive External Events

Feed data into Levi

10 min

4. Use Zapier/Make

Build no-code automations

10 min

5. Monitor Logs

Debug and optimize

5 min

Total: 40 minutes to build your first end-to-end automation.

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