API & Webhooks

Pro adds two ways to connect PrimoCRM with the rest of your stack: API keys for programmatic access, and outgoing webhooks for pushing events to other systems.

API keys

API keys let external applications and scripts read and write PrimoCRM data programmatically.

1. Go to Settings then API and create a key.
2. Store the key securely. Treat it like a password.
3. Use it to authenticate requests from your application.

Typical uses:

• Sync contacts from a system that has no direct integration.
• Add or update contacts from a custom signup flow.
• Pull data into an internal dashboard.

Caution

An API key can read and change your CRM data. Keep it secret, never commit it to source control, and revoke any key you suspect is exposed.

Outgoing webhooks

The outgoing webhook automation action sends an HTTP POST to a URL you choose when the flow reaches that step. Use it to notify other services in real time.

1. Add an Outgoing webhook step to an automation.
2. Set the target URL.
3. Configure the payload. You can include contact data via smart codes.

A worked example

1. Trigger: WooCommerce order created.
2. Outgoing webhook: POST to your fulfilment service with the contact email and order details.
3. Add tag: customer.

The moment an order is placed, your external system is notified and the contact is tagged, with no manual step.

Security notes

• Point webhooks only at endpoints you control or trust. A webhook can carry contact data to the destination URL.
• Prefer HTTPS destinations so the payload is encrypted in transit.
• Validate incoming webhook requests on the receiving side.

Where these sit in the catalog is listed under Triggers and Actions.