Custom Email Automation

Overview

This guide helps developers configure webhooks to replace Higharc's default email notifications with custom branded emails from your preferred CRM system (HubSpot, Lasso, or others).

When a homebuyer configures and saves a home plan in Higharc, instead of receiving the standard Higharc-branded email, webhooks enable you to:

Capture the home plan data
Send it to your CRM or automation platform
Trigger custom branded emails with the homebuilder's messaging and design

Webhook Types

Higharc offers two webhook types:

1. Showroom Webhooks

Trigger: Fires when a public plan is saved in Showroom
Use Case: Customer-facing interactions when homebuyers save their configurations

2. Homeplan Webhooks

Trigger: Fires when a plan is created or updated internally
Use Cases:
- Internal plan creation/updates
- Status changes
- Saving locked assets
- Manual export via "Export via Webhook" button

Prerequisites

Before setting up webhooks, ensure you have:

Admin access to Higharc Account Settings
Webhook endpoint URL from your chosen platform:
- Zapier webhook URL
- HubSpot webhook URL
- Custom endpoint URL
CRM/automation platform access to configure email workflows

Step-by-Step Setup Guide

Step 1: Create Your Webhook Endpoint

Option A: Using Zapier

Log into Zapier and create a new Zap
Select "Webhooks by Zapier" as your trigger
Choose "Catch Hook" as the trigger event
Copy the webhook URL provided (format: https://hooks.zapier.com/hooks/catch/[YOUR_ID])
Keep this URL for Step 2

Option B: Using HubSpot

Navigate to HubSpot > Automation > Workflows
Create a new workflow
Select "Webhook" as the trigger type
Copy the webhook URL provided by HubSpot
Keep this URL for Step 2

Option C: Custom Endpoint

Set up your custom endpoint to accept POST requests
Ensure it can parse JSON data
Configure it to return a 200 status code upon successful receipt

Step 2: Configure Webhooks in Higharc

Navigate to Account Settings > Sales > Webhooks
You'll see two sections:
- Showroom Webhooks (for customer-facing saves)
- Homeplan Webhooks (for internal updates)

For Showroom Webhooks:

Click the "+" button to add a new webhook
Enter a Name (e.g., "HubSpot Customer Email")
Paste your webhook URL from Step 1
Click Save

For Homeplan Webhooks:

Click the "+" button in the Homeplan section
Enter a Name (e.g., "Internal Plan Updates")
Paste your webhook URL
Click Save

Step 3: Understanding the Webhook Payload

When triggered, Higharc sends a comprehensive JSON payload containing home plan details, customer information, pricing, and lot data.

Note: Contract architecture update - a Home Plan can now have one or more Contracts, each representing a prospective or closed buyer. The top-level customerId, customerInfo, salesStaff, salesStaffId, category, totalPriceOverride, and discount fields are kept for backward compatibility and reflect only the first/primary contract. New integrations should read the contracts array instead — see the "Contract Information" fields below.

{
  "id": "mMk4ad1bDK27QBr5",
  "communityPlanId": "rY651VQ4AdglOPpD",
  "communityPlanExternalId": "CP-BCM-001",
  "customerId": "f3362666-dece-45d8-bcce-2108644ee543",
  "planName": "BCM-P3",
  "externalId": "EXT-BCM-P3-001",
  "planStatus": "PREP",
  "category": "contract",
  "notes": "Custom plan with upgraded finishes and extended driveway",
  "thumbnailUrl": "https://example.com/thumbnails/BCM-P3-thumb.jpg",

  "customerInfo": {
    "name": "Test Customer",
    "email": "[email protected]",
    "phone": "+1-555-123-4567",
    "externalId": "CUST-12345"
  },

  "optionChoices": {
    "elevationStyle": "2qlnk6ZADkoCToVW",
    "kitchenCabinets": "w5x6y7z8a9b0",
    "floorCovering": "c1d2e3f4g5h6"
  },

  "stats": {
    "lotPrice": 1000,
    "basePrice": 300000,
    "totalPrice": 301000,
    "optionsPrice": 0,
    "elevation": "Transitional",
    "elevationName": "Transitional",
    "bedroomCount": 3,
    "bathroomCount": 2.5,
    "totalFloorArea": 2118,
    "conditionedFloorArea": 2111
  },

  "lot": {
    "id": "L3m4n5o6p7q8",
    "lotNumber": "47",
    "address": "123 Maple Street",
    "externalId": "LOT-47-BCM",
    "price": 25000,
    "lotStatus": "available"
  },

  "salesStaff": {
    "id": "s7h8i9j0k1l2",
    "email": "[email protected]",
    "firstName": "Sarah",
    "lastName": "Jones",
    "phone": "+1-555-987-6543"
  },

  "discount": {
    "amount": 5000,
    "description": "Early bird discount for Q4 contract signing"
  }
  // Additional fields omitted for brevity
}

Contracts Array (New)

Each Home Plan payload now includes a contracts array — one entry per buyer relationship on that plan (spec/model homes can have multiple prospective buyers before one closes):

"contracts": [
  {
    "id": "c1a2b3c4-d5e6-7890-abcd-ef1234567890",
    "homePlanId": "mMk4ad1bDK27QBr5",
    "customerId": "f3362666-dece-45d8-bcce-2108644ee543",
    "customer": {
      "id": "f3362666-dece-45d8-bcce-2108644ee543",
      "name": "Test Customer",
      "email": "[email protected]",
      "phone": "+1-555-123-4567",
      "externalId": "CUST-12345"
    },
    "salesStaffId": "s7h8i9j0k1l2",
    "salesStaff": {
      "id": "s7h8i9j0k1l2",
      "email": "[email protected]",
      "firstName": "Sarah",
      "lastName": "Jones",
      "phone": "+1-555-987-6543"
    },
    "status": "contract",
    "totalPriceOverride": null,
    "discounts": [
      { "amount": 5000, "description": "Early bird discount for Q4 contract signing" }
    ],
    "createdAt": "2026-01-15T18:22:00.000Z",
    "updatedAt": "2026-01-20T09:10:00.000Z"
  }
]

Note: notes is intentionally omitted from each contract in the webhook payload (internal-only field). status is one of prospect, contract, or closed.

Key Fields for Email Automation

Customer Information:

customerInfo.name: Customer's full name
customerInfo.email: Customer’s email address
customerInfo.phone: Customer’s phone number
customerInfo.externalId: Your CRM's customer ID

Plan Details:

planName: Selected plan name
communityPlanExternalId: External reference ID for the community plan
masterPlanName: Master plan name (e.g., "Orion")
thumbnailUrl: Image URL for email preview

Pricing Information:

stats.basePrice: Base home price
stats.optionsPrice: Total cost of selected options
stats.totalPrice: Combined total price
totalPriceOverride: Total price override if applicable
discount.amount: Any applied discounts or price adjustments

Property Details:

stats.bedroomCount: Number of bedrooms
stats.bathroomCount: Number of bathrooms
stats.totalFloorArea: Total square footage
lot.address: Lot street address
lot.lotNumber: Lot identifier

Sales Information:

salesStaff.firstName & salesStaff.lastName: Assigned salesperson
salesStaff.email: Sales contact email
salesStaff.phone: Sales contact phone

Step 4: Configure Email Automation in Your CRM

For HubSpot:

In your HubSpot workflow (triggered by the webhook):
Add action: "Send Email"
Create or select your custom email template
Map webhook data to email personalization tokens:
- Use customerId to look up contact information
- Include planName in the email subject/body
- Add a link to the home plan using the plan ID

For Zapier to CRM:

In your Zap, add an action step
Choose your CRM (HubSpot, Lasso, etc.)
Select "Send Email" or "Create Contact and Send Email"
Map the webhook fields to your email template:
- Parse the JSON payload
- Extract relevant fields
- Pass them to your CRM's email action

Remember: Webhooks replace Higharc's default email entirely. Ensure your custom email includes all necessary information for the homebuyer before disabling the default notifications.

Step 5: Testing Your Webhook

Set up a test webhook endpoint (webhook.site or requestbin.com)
Configure it in Higharc as described in Step 2
Perform a test action:
- For Showroom: Save a plan as a customer would
- For Homeplan: Click "Export via Webhook" button on a home plan page
Verify the payload is received correctly
Check that all required data is present
Replace test URL with production URL

Step 6: Manual Webhook Trigger

For Homeplan webhooks, you can manually trigger exports:

Navigate to any home plan in Higharc
Look for the "Export via Webhook" button in the Integrations section
Click to manually send the plan data to all configured webhooks

Payload Reference

Customer & Contact Fields

customerInfo.name: Customer's full name
customerInfo.email: Customer's email address
customerInfo.phone: Customer's phone number
customerInfo.externalId: External CRM customer ID
customerId: Higharc's customer UUID

Plan Identification Fields

id: Unique home plan configuration ID
planName: Display name of the plan
communityPlanId: Community-specific plan ID
communityPlanExternalId: External location plan reference (e.g. plan code from CRM)
masterPlanId: Base plan template ID
masterPlanName: Base plan name
masterPlanExternalId: External master plan reference
externalId: General external reference ID

Pricing & Financial Fields

stats.basePrice: Base home price
stats.optionsPrice: Total options cost
stats.totalPrice: Calculated total
stats.lotPrice: Lot premium
totalPriceOverride: Manual total price override
discount.amount: Discount or price adjustment value
discount.description: Price adjustment description

Property Specifications

stats.bedroomCount: Number of bedrooms
stats.bathroomCount: Number of bathrooms
stats.totalFloorArea: Total square footage
stats.conditionedFloorArea: Heated/cooled area
stats.elevation: Elevation style
stats.elevationName: Elevation display name

Lot Information

lot.id: Lot identifier
lot.lotNumber: Lot number
lot.address: Street address
lot.externalId: External lot reference
lot.price: Lot price
lot.lotStatus: Availability status
lot.block: Block identifier
lot.phase: Development phase

Sales Team Information

salesStaff.firstName: Salesperson first name
salesStaff.lastName: Salesperson last name
salesStaff.email: Sales contact email
salesStaff.phone: Sales contact phone
salesStaffId: Sales staff UUID

Contract Information (New)

contracts: Array of contract objects, one per buyer relationship on this Home Plan
contracts[].id: Contract UUID
contracts[].status: prospect, contract, or closed
contracts[].customer / contracts[].customerId: Buyer on this contract
contracts[].salesStaff / contracts[].salesStaffId: Sales agent on this contract
contracts[].totalPriceOverride: Manual total price override for this contract
contracts[].discounts: Array of discounts (amount, description) applied to this contract
contracts[].createdAt / contracts[].updatedAt: Contract timestamps

Status & Metadata

planStatus: Current plan status (prep, pre-construction, construction)
category: Plan category (prospect, test, contract)
createdAt: Creation timestamp
updatedAt: Last update timestamp
lockedAt: When plan was locked
notes: Additional plan notes
thumbnailUrl: Plan preview image URL