1. Navigate to Workflow Settings
   Go to Admin Settings > Teams & Territories > Workflows.

2. Set Workflow Parameters

   • Run this flow for: Deals.

   • Trigger Condition: When a deal is created or updated.

   • Condition: Deal stage is set to Won.

3. Set Action to Trigger a Webhook

• Request Method: Select POST.

• Callback URL: Enter https://api.rocketlane.com/api/1.0/projects

• 
  

      Add Custom Headers

• Header Name: Content-Type → Value: application/json.

• Header Name: api-key → Value: Enter your Rocketlane API key.

  • To generate the API key, go to Settings > API > Create API Key, then copy and paste it here.

4. Select Encoding Format

   • Choose JSON.

5. Compose the Request Body

   • Use the Advanced option and paste the payload below:

6. How to get the curl request?

   • Go to our api documentation page.

   • Go to Projects→ Create projects

   • Enter all the details and get the payload.

   • Paste this payload in Freshsales and modify with the placeholders in Freshsales.

   • Here is a sample payload that you can use

{

  "customer": {

    "companyName": "{{deal.sales_account.name}}"

  },

  "autoCreateCompany": true,

  "owner": {

    "emailId": "{{deal.owner.email}}"

  },

  "projectName": "{{deal.name}}",

  "status": {

    "value": 2

  },

  "visibility": "EVERYONE"

}

7. Test the Webhook

   • Click on Test this Webhook.

   • If the setup is correct, you should see a "Received success response."

8. Save the Webhook

   • Once the test is successful, save the webhook configuration.

This webhook will automatically create a project in Rocketlane whenever a deal in Freshsales is updated to Won.