How to use Customer Custom Field Updated Webhook

Stay instantly informed every time a customer's profile data changes

In DoubleTick, every customer has a profile. Along with basic details like their name and phone number, you can also store additional information about them — such as their city, plan type, order status, assigned agent, or any other detail relevant to your business.

These additional pieces of information are called Custom Fields.

Now, whenever any of these custom field values get updated or changed for a customer, the Customer Custom Field Updated webhook fires — instantly notifying your connected system about what changed and for which customer.

This article will help you understand:

  • What custom fields are

  • What this webhook does

  • When it gets triggered

  • How to set it up step by step

  • What data you receive

  • How a real business uses it


What Are Custom Fields?

Custom fields are extra details that you add to a customer's profile beyond the basic information.

For example, a business might track:

  • City or location

  • Subscription plan

  • Order status

  • Last purchase date

  • Assigned sales agent

  • Preferred language

These fields are fully customizable — you decide what information matters to your business, and DoubleTick stores it against each customer's profile.


What is the Customer Custom Field Updated Webhook?

This webhook is an automatic notification system.

Whenever a custom field in a customer's profile is updated or modified — whether by your team manually or through an automation — DoubleTick instantly sends that update to your connected system.

This allows your business to:

  • Always have up-to-date customer data across all your tools

  • Trigger the right follow-up action based on what changed

  • Personalise communications based on the latest information

You do not have to manually sync data anywhere. It happens automatically the moment a change is made.


When Does This Webhook Trigger?

This webhook triggers when:

  • A custom field value in a customer's profile is updated

  • A previously empty custom field is filled in

  • An existing custom field value is changed to something new

In short: customer profile is updated → custom field value changes → webhook fires.


Step-by-Step: How to Set Up This Webhook

Step 1: Go to Webhooks

  • Log in to DoubleTick

  • Go to Settings

  • Click on Webhooks

Step 2: Create a New Webhook

  • Click New Webhook

  • Give it a name

Example: Customer Profile Update Webhook

Step 3: Add Your Webhook URL

This is the address where DoubleTick will send the update data every time a custom field is changed.

You can use any of the following:

  • A CRM like Zoho, HubSpot, or Salesforce

  • An automation tool like Zapier, Pabbly, or Make

  • Your own backend system

Using Bot Studio for Testing

If you want to test this webhook before connecting a real system, use DoubleTick's Bot Studio. It allows you to capture and view the incoming data so you can understand exactly what is being sent.

How to get a webhook URL from Bot Studio:

  • Open DoubleTick in a new tab

  • Go to Bot Studio

  • Click Create New Bot

  • Select trigger: On Webhook

  • Copy the webhook URL that appears

Step 4: Fill in the Webhook Details

  • Go back to the Webhooks page

  • Paste the webhook URL you copied

  • Select your API Number (your WhatsApp Business number)

  • Click Continue

Step 5: Select the Event

  • Choose Customer Custom Field Updated

  • Click Create Webhook

Your webhook is now live and ready.


How to Test If It's Working

Step 1: Go to any customer's profile in DoubleTick and update a custom field value.

Step 2: Go back to Bot Studio and open the same bot where you had copied the webhook URL. Click Capture Response.

Step 3: Click View Response Data — you will see the updated field details that were just captured.


What Data Will You Receive?

When the webhook fires, it sends you information such as:

  • Customer name

  • Phone number

  • The name of the custom field that was updated

  • The old value (before the change)

  • The new value (after the change)

  • Date and time of the update

This gives you complete visibility into what changed, when it changed, and for which customer.


What Can You Do with This Data?

Once you receive the update, you can:

  • Sync the latest customer data to your CRM automatically

  • Trigger a personalised WhatsApp message based on the new value

  • Notify the relevant team member about the change

  • Update records in Google Sheets in real time

  • Trigger the next step in a sales or support workflow


Real Business Example: A Health & Wellness Brand

The Situation

A health and wellness brand sells subscription plans through WhatsApp. They store each customer's current plan — Basic, Standard, or Premium — as a custom field in DoubleTick.

The Problem Before Automation

  • When a customer upgraded or downgraded their plan, the team had to manually update records across multiple tools

  • Follow-up messages were often sent with outdated information

  • There was no automatic trigger to send a welcome message for the new plan

The Solution

The brand connected the Customer Custom Field Updated webhook to their CRM and automation tool.

Now, the moment a customer's plan field is updated in DoubleTick:

  • The CRM record is updated instantly with the new plan

  • The customer automatically receives a personalised WhatsApp message welcoming them to their new plan

  • The billing team is notified to update the subscription

  • The support team sees the latest plan when the customer reaches out

The Result

  • Customer data is always accurate and in sync across all tools

  • Customers receive timely and relevant communication

  • The team no longer spends time manually updating records

  • Fewer errors and no missed follow-ups


Conclusion

The Customer Custom Field Updated webhook ensures that your business never falls behind on changes in customer data. The moment a profile is updated, your systems and your team are informed — automatically.

No manual syncing. No outdated records. No missed follow-ups.

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