Setting up a Universal Webhook Integration

If you need to send HRA completion data to a third-party system—like a CRM, marketing automation tool, or internal database—and don’t see a standard integration listed, the Universal Webhook is your go-to option.

This integration allows your team to securely and automatically receive patient-level data in real time, even if a native integration isn’t available.

📹 Watch the full video walkthrough on setting up a Universal Webhook

Use this integration when:

• You’re connecting to a custom endpoint
• You’re using a middleware tool (e.g., Zapier, Make, or Mulesoft)
• You want a flexible alternative to a standard integration
• You’re sending data to a system we don’t currently support natively

1. Go to the Integrations tab in the HRA Console
2. Click Add Partner Integration
3. Select Universal Webhook at the bottom of the list
4. Choose your report template:
   • Standard Template – includes all fields, metadata, and custom questions
   • HG Mercury Template – simplified legacy format

📸 (Screenshot: Integration modal showing templates)

1. Paste in your webform URL (this is your system’s endpoint URL)
2. If sending data to a third-party platform, select Yes, provide the platform name, and confirm that your organization has a Business Associate Agreement (BAA) in place
3. Click Save Integration

Once saved:

• Go to the HRA’s Follow-Up Plan
• Click into the Integrations module
• Toggle on the Universal Webhook you just created
• Click Publish to make it live

💡Learn more about enabling integrations in Follow-Up Plans 

To see the full field list:

• Request it from your Client Success Director
• Or generate a Raw Data Report from the console to view available fields per HRA

💡 Generating Raw Data Reports