Getting Started

To set up a webhook:

1. Create a HealthSherpa Medicare account (either an agent account or an agency account)

2. Email [email protected] and provide:

   1. An API key – we'll use this to authenticate with your server (passed as an X-API-Key header)

   2. A destination URL on your server – we'll send webhook payloads to this URL

   3. The email address of the HealthSherpa Medicare account you're using

3. We'll reply to let you know the webhook is set up.

4. You'll then implement your destination URL to ingest the Submission Payload Schema. Go to the integrations tab in your HealthSherpa Medicare account and click "Send sample payload," which sends a payload to your destination URL that you can test with.

See our Video Tutorials for guidance on connecting your webhook your CRM.

If you use an authentication method other than api keys, contact [email protected] to let us know