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API overviewEndpointsWebhooks & machine endpoints
Getting started
OverviewQuick start
Client work
Today & CalendarClient profileKnowledge baseTasksBills & APPayrollFinancialsFiles & approvalsProposals & engagement
Practice
Clients, prospects & contactsAML / CTFAutomations
Integrations
Integrations
Users & access
Users, roles & client access
Reference
Settings reference
Developers
API overviewEndpointsWebhooks & machine endpoints
Docs / Developers / Webhooks & machine endpoints

Webhooks & machine endpoints

Inbound webhooks, cron endpoints and the health probe.

Outbound webhooks

Plannedv1 ships no outbound webhooks — polling the read endpoints is the integration pattern today. Signed outbound events are on the roadmap alongside write endpoints.

Inbound machine endpoints

Besides the v1 API, a small set of machine-facing endpoints already exists. They are listed here for completeness and for operators wiring deployments — none of them are for third-party use.

EndpointCallerAuth
POST /api/aml/webhooks/{provider}The AML screening providerHMAC signature, verified per provider adapter
/api/bills/inbound/pollThe bills-inbox schedulerBearer secret (environment-configured)
/api/cron/*The deployment's cronBearer secret (environment-configured)
GET /api/healthLoad balancers, uptime checksNone — liveness only, touches nothing
POST /api/waitlistThe marketing site's formNone — honeypot + validation

The AML webhook, in detail

Monitoring alerts and check results arrive from the screening provider signed. The route verifies the signature against the shared webhook secret before anything is processed — unsigned or mis-signed posts are rejected, and events are idempotent on the provider’s event id, so a redelivered event never applies twice. Unknown subject references answer 200 deliberately: providers send test pings.

Shape (illustrative)
POST /api/aml/webhooks/sumsub
X-Signature: <provider HMAC>

{ "event_id": "…", "type": "monitoring.alert", "subject_ref": "…", … }

The health probe

GET /api/health answers 200 with no authentication and no database touch — it exists for load balancers and uptime monitors, and it is the only endpoint exempt from a staging deployment’s access gate.

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