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Only our Universal CRM API mirrors the Follow Up Boss API in terms of event names and payload structure. Our TMS (Transaction Management System) and LOS (Loan Origination System) Universal APIs do not mirror the Follow Up Boss API, but they do follow the same event structure and behavior for each entity type. For each CRM entity—such as people, tasks, notes, etc.—we support standard lifecycle events:
  • entityCreated
  • entityUpdated
  • entityDeleted
For example, to receive notifications when new people are added, you would subscribe to the peopleCreated event. Note: At this time, we do not support all granular event types (such as peopleStageUpdated) that exist in Follow Up Boss itself except for the peopleTagsCreated event.

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Event Payloads

Each webhook payload includes:
  • eventId: A unique identifier for the event.
  • eventCreated: Timestamp for when the event occurred.
  • event: The event name (e.g., peopleCreated).
  • resourceIds: List of IDs for affected records.
  • uri: A direct URL to fetch the relevant records.
Example peopleCreated payload: 
{
  "eventId": "0197cba6-834f-7000-b5ed-1813cd6efcbe",
  "eventCreated": "2025-07-02T15:19:21+00:00",
  "event": "peopleCreated",
  "resourceIds": [
    "0197cbb0-efe2-7000-9cc2-7b029bcf7a1e",
    "0197cbb1-2a8e-7000-b339-674c58902431",
    "0197cbb1-5816-7000-a3a4-90be8a6057c4"
  ],
  "uri": "https://crm.universal.rollout.com/people?ids=0197cbb0-efe2-7000-9cc2-7b029bcf7a1e,0197cbb1-2a8e-7000-b339-674c58902431,0197cbb1-5816-7000-a3a4-90be8a6057c4"
}

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Delivery Semantics and Retries

  • Delivery guarantee: at-least-once (not exactly-once).
  • Retry behavior: Rollout retries with backoff until your endpoint returns a 2xx status.
  • Duplicates can happen: for example, if your endpoint processed the event but the response timed out before we received the 2xx.
  • Best practice: treat webhooks as idempotent and deduplicate by eventId.

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Credential Sync Completion Callback

If you configure callback URLs in Dashboard Settings, Rollout sends a callback when a credential’s initial sync is completed and Sync to DB is ready.
  • Method: POST
  • When sent: after initial sync completes for the credential
  • Security: same signature verification method as all webhooks (see Security & Authenticity)
Where to configure it: Callback URL settings in Dashboard Payload shape: 
type SyncCompletedCallbackPayload = {
  credential: {
    id: string;
    appKey: string;
  };
  consumers: {
    id: string;
    consumerKey: string;
  }[];
};
Example payload: 
{
  "credential": {
    "id": "0197f65e-0636-7000-b7f6-3504519f57f0",
    "appKey": "followupboss"
  },
  "consumers": [
    {
      "id": "cons_01j1r1xaxz9b23v0j8f2qgkcpd",
      "consumerKey": "sync-to-db"
    }
  ]
}

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Security & Authenticity

To ensure webhook requests are genuinely from us, we include an X-Rollout-Signature header. This contains an HMAC SHA256 signature of the payload body, generated using your Rollout Client Secret as the key. To verify a webhook:
  1. Compute an HMAC SHA256 hash of the raw request body using your client secret.
  2. Compare your hash to the value in the X-Rollout-Signature header.