Webhook Capabilities and Limitations
What Webhooks Can Do:
Create new Leads, Accounts, and Intake Opportunities
Create new Referral Sources, PAAs, VOBs, Transactions, and Call Logs
What Webhooks Cannot Do:
Trigger on Lead → Potential or Potential → Admission stage changes
Update existing CRM records
Export data when opportunity stages change
⚠️ Note: Dazos webhooks support inbound data creation only — they cannot trigger on or respond to stage changes.
Revenue Data Flow Between IQ and CRM
Revenue data does not currently flow from IQ to the CRM. This is planned for a future update.
IQ Marketing Reports is the source of truth for campaign attribution and revenue analysis
CRM tracks admissions and pipeline stages, but not revenue amounts
Revenue attribution to specific campaigns is handled within IQ reporting, not CRM fields
Payments vs. Revenue
The Transactions module syncs payments between CRM and IQ, but this is different from revenue attribution:
Payments made in CRM post to IQ
Payments made in IQ Patient Collections post to CRM
⚠️ Note: This payment sync is not the same as IQ revenue flowing into CRM revenue fields.
Recommended Solution: Zapier Integration
For stage-change automation, use Zapier triggers instead of webhooks.
Available Zapier Triggers:
Opportunity Admitted — triggers when an opportunity reaches admission status
Opportunity Created — triggers when a new opportunity is created
Lead Updated — triggers when lead information changes
How to Set Up Zapier Automation
In Zapier, create a new Zap and search for "Dazos" as the trigger app.
Choose your desired trigger event (e.g., "Opportunity Admitted").
Configure your action steps to send data to your target destination.
Map the available fields from the Zapier trigger payload to your action requirements.
Tips & Notes
💡 Best Practice: For complex stage-change automation, Zapier triggers provide more reliable event detection than API polling or webhook workarounds.
⚠️ Important: Handle revenue attribution in IQ Marketing Reports, not through CRM field mapping, until the IQ-to-CRM revenue flow feature is released.
✅ Future Update: IQ revenue flowing to CRM is planned for a future release, enabling revenue tracking directly within CRM reports and fields.
Related Resources
Zapier API Integration Documentation
IQ Marketing Reports Guide
CRM Lead Conversion and Stage Management
Understanding CRM Field Mapping and Custom Fields