How to create an Uspacy incoming webhook
The webhook address works like a password to the CRM — do not share it. The webhook sees the deals its creator sees. Switching it off or deleting it stops the sync.
- In finiq, open “Integrations” → “Cash registers & CRM”, find the Uspacy card and click “Connect”.
- Sign in to your Uspacy space as the owner or an administrator and open the space page → «Автоматизації» (Automation) → «Вебхуки» (Webhooks).
- Create an incoming webhook: a name such as “finiq”; under «Доступ» (Access) tick CRM; switch «Активність» (Activity) on and click «Створити» (Create).
- Open the new webhook and copy the whole «Адреса вебхука» (Webhook address) field: https://name.uspacy.ua/company/v1/incoming_webhooks/run/…
- Paste the address below. finiq only reads deals, companies and contacts and changes nothing in the CRM.
- Click “Check and continue”: finiq checks the access and shows the accounts.
- For each account, choose “New account”, “Existing account” or “Do not sync”.
- In “Load history for”, choose the number of months and click “Start syncing”. Transactions appear gradually.
Good to know
- Uspacy’s API gives no payments, so finiq takes won deals: a deal’s amount becomes income dated by the deal’s last change, its company (or contact) the counterparty. If the deal is later lost or reopened, a refund of the same amount appears. Deals won before the history start are not imported, but if such a deal is changed later it appears with the date of that change.
- One account per deal currency. If clients pay into a connected bank, a deal’s money shows up here and in the statement: mark the bank receipt as a transfer from the «Uspacy · успішні угоди» account — its balance then shows what is still unpaid on won deals. Or choose “Do not sync”.
- Each sync reads all deals of the space (100 a page) and asks for the company or contact of every new won deal: a year of history of a large space can take a few minutes.
- A cash register or CRM connects with an access key: order payments and sales become operations automatically every 30 minutes, buyers become counterparties, and auto-rules work just as for banks. The key is stored encrypted.
- The key is encrypted and never shown in full; disconnecting the integration deletes it.
Who can do this. The owner, admins and financiers connect cash registers and CRMs.