Navigate: Zoho > Setup (top right, admin only) > Automation > Create Rule

1. Use the following settings:
   • Module => Leads
   • Rule Trigger
     • Execute Based On => A record action (create).
2. Click Next.
3. Click Next Again.
4. Click + next to call webhooks, and add an arbitrary name (e.g. "On Invite Requested")
5. For URL to notify, use the Dexter 'request invite code' url from the use page:
6. Choose Append Entity Parameters, with the following settings:

Parameter Name json

Value Description

{
  "id": "${Leads.Lead Id}",
  "email": "${Leads.Email}"
}

1. Click Save