Webhook Setup

Webhooks let Doculent push extracted data directly to your existing systems — your agency management system, CRM, internal database, or any tool that can receive HTTP requests.

What's a Webhook?

If you're not familiar with the term: a webhook is just Doculent sending data to a URL you provide. When a submission finishes processing, Doculent packages up the extracted data and sends it to your system automatically.

No manual export. No copy-pasting. Results show up in your system within seconds of processing.

Setting Up a Webhook

1. Go to Channels > select your channel > Settings > Delivery
2. Click Add Delivery Method and choose Webhook
3. Enter your Webhook URL — this is the address Doculent will send data to
4. Click Save

Testing Your Webhook

After saving, use the Send Test button to send a sample payload to your URL. This lets you verify:

• Your endpoint is reachable
• The data arrives in the format you expect
• Your receiving system processes it correctly

We strongly recommend testing before going live with real submissions.

What Gets Sent?

When Doculent delivers results via webhook, it sends a JSON payload containing:

• All extracted fields and their values
• Confidence scores for each field
• Submission metadata (document type, channel, timestamp)
• Links to the original document (if configured)

The exact fields depend on your extraction template and what was found in the document.

Delivery Status

You can check the delivery status of any submission:

1. Open the submission in Submissions
2. Look at the Delivery section in the timeline

You'll see:

• Success — data was delivered and your endpoint responded with a success code
• Failed — delivery was attempted but your endpoint didn't respond correctly
• Pending — delivery is queued and will be attempted shortly

Failed Deliveries

If a delivery fails (your endpoint is down, returns an error, or times out), Doculent will automatically retry up to 3 times.

If all retries fail, the submission is marked as failed delivery. You can:

• Fix the issue on your end (make sure the endpoint is up)
• Click Retry Delivery on the submission to try again manually

Tips

• Use HTTPS — always use a secure URL for your webhook endpoint
• Test in staging first — if your receiving system has a test/staging environment, point the webhook there initially
• Monitor deliveries — check the Analytics dashboard for delivery success rates