Tag Webhook Automation
Trigger external webhooks when tags are applied or removed from appraisals, enabling real-time sync with external systems.
Why this matters
Your business does not run on AwardLettr alone. You have a CRM, a Slack workspace, an accounting system, maybe a project tracker, maybe a notification phone for your assistant. When something important happens on a file in AwardLettr, those other systems usually find out hours or days later, when somebody remembers to log in and copy the information across.
Tag webhooks turn that lag into zero. The moment you tag a file "Urgent," your team gets a Slack ping. The moment you tag a file "New Lead," a record gets created in your CRM. The moment you tag a file "Waiting on Docs," a follow-up sequence kicks off. You did not have to switch apps or copy any data. The tag itself was the trigger.
This is the advanced end of automation, and it benefits the appraisers running a real operation across multiple tools. If you are still managing everything in one place, you can come back to this later. If your business has outgrown a single app, tag webhooks are how you wire everything together.
Tag webhooks let AwardLettr notify external systems the moment a tag is applied to or removed from an appraisal. This makes tags act as real-time event signals you can connect to any tool - N8N, Zapier, your CRM, or a custom endpoint.
Why Use Tag Webhooks
- Create a contact or lead in your CRM when a "New File" tag is applied
- Send a Slack notification when a case is tagged "Urgent"
- Trigger a follow-up sequence when a case is tagged "Waiting on Docs"
- Sync status to an external project tracker when a tag changes
- Notify a team channel when a large loss tag is applied
Setting Up a Tag Webhook
Go to Account Settings > Tags
Navigate to your tag management page.
Select a Tag
Click on the tag you want to configure webhooks for.
Open the Webhooks Tab
Inside the tag editor, find the Webhooks section.
Click "Add Webhook"
Create a new webhook for this tag.
Enter the Webhook URL
Paste the endpoint URL from your external system (e.g., your N8N workflow URL or Zapier webhook URL).
Select the Trigger
Choose whether to fire when the tag is added, removed, or both.
Save
The webhook is live immediately.
Testing Your Webhook
Each webhook has a Test button that sends a sample payload to your endpoint so you can verify delivery and inspect the data structure before relying on it in production.
Open the webhook
Go to Account Settings > Tags > [Tag] > Webhooks and click on the webhook.
Click "Send Test"
AwardLettr sends a test payload with sample appraisal data to your endpoint.
Check the result
The test result (HTTP status, response time) appears inline so you can confirm the endpoint received it.
Viewing Execution Logs
Every webhook execution is logged. If a webhook fires but your external system does not receive the data as expected, the execution log is the first place to investigate.
Open the webhook
Go to Account Settings > Tags > [Tag] > Webhooks and select the webhook.
View Execution History
The log shows each firing event, the HTTP response code, and the timestamp. Failed deliveries are highlighted so you can spot issues quickly.
N8N is a Great Match
Webhook Payload
The payload sent to your endpoint includes the event type (tag_added or tag_removed), the tag details, and a summary of the appraisal the tag was applied to - including insured name, claim number, carrier, status, and property address.
Combine with Tag Automations