Overview

This support article will guide you through the process of setting up a Read webhook integration with Salesforce.

This guide requires setting up an Apex API endpoint. If you prefer a no-code solution, we recommend configuring Read webhooks with a no-code service such as Make or Zapier (see Webhook Integration with No Code Services)

Integration Steps

Follow these steps to set up the webhook integration:

1. Create an Apex API in Salesforce:

• Make sure you have administrator access to your Salesforce account.
• Navigate to Setup by clicking the gear icon the top right corner of the navigation bar, and selecting "Setup."
•  In the search bar on the left sidebar, type "Apex" and click on "Apex Classes" in the search results.
• Click the "New" button to create a new Apex class.
• Give your Apex class a name
• Write the code for your Apex API. The code will depend on your specific requirements, but here's a simple example for demonstration purposes:

public class ReadWebhookIntegration {

    // This is a wrapper for your Read meeting data
    // Feel free to copy this class for your integration
    public class ReadMeeting {
      public String session_id;  //SESSIONID
      public String trigger;     //meeting_end
      public String title;       //Meeting Title
      public String start_time;  //2023-01-01T00:00:00Z
      public String end_time;    //2023-01-01T01:00:00Z
      public Participant[] participants;
      public Participant owner;
      public String summary;     //Meeting summary goes here...
      public TextItem[] action_items;
      public TextItem[] key_questions;
      public TextItem[] topics;
      public String report_url;  //https://app.read.ai/analytics/meetings/SESSIONID
    
      class Participant {
        public String name;  //Participant One
        public String email; //participant_one@company.com
      }

      class TextItem {
        public String text;
      }

      public static ReadMeeting parse(String json) {
        return (ReadMeeting) System.JSON.deserialize(json, ReadMeeting.class);
      }
    }

    @RestResource(urlMapping='/webhook/*')
    global class WebhookListener {
        @HttpPost
        global static void handleWebhookRequest() {
          RestResponse response = RestContext.response;
          RestRequest request = RestContext.request; 

          // This will be a json body with your meeting data
          String requestBody = request.requestBody.toString();

          // Convert the json requestBody string into an object
          ReadMeeting meetingData = ReadMeeting.parse(requestBody);

          // Update Salesforce objects, such as contacts or opportunities
          // with your meeting data

          // Send a successful response back to Read
          response.statusCode = 200;
        }
    }
}

• Save your new Apex class.
• To grant the required permissions, navigate to Setup > search for "Apex REST Services" in the left sidebar search bar > click on "Apex REST Services" in the search results > click "Edit" next to your new Apex class > add desired profiles or permission sets > save the changes.

2. Generate the webhook URL:

• In Salesforce, go to Setup > search for "Named Credentials" in the left sidebar search bar > click on "Named Credentials" in the search results.
• Click the "New Named Credential" button.
• Provide a name and an endpoint URL for the Named Credential. The endpoint URL should be your Salesforce domain followed by the Apex Rest URL, e.g., `https://your-domain.my.salesforce.com/services/apexrest/webhook`.
• Save the Named Credential.
• Copy the endpoint URL for your Named Credential.

3. Set up the webhook integration with Read:

• Log in to your Read account and navigate to the integrations page.
• Create a new webhook and paste the endpoint URL from your Named Credential
• Save the webhook configuration.

Quick Links

• Salesforce Apex Documentation
• Additional Code Examples