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Webhooks Guide

Receive real-time notifications for platform events

Overview

Webhooks allow Milemarker to push real-time updates to your systems when events occur. Instead of polling the API for changes, configure webhook endpoints to receive instant notifications about new documents, data updates, and other important events.

How Webhooks Work
Event Occurs
Milemarker Sends POST
Your System Receives
Available Events
document.uploaded

Triggered when a new document is uploaded to a client's vault.

account.updated

Triggered when account data is refreshed with new positions or balances.

client.created

Triggered when a new client is added to the system.

transaction.posted

Triggered when new transactions are received from custodians.

sync.failed

Triggered when a data sync with a custodian encounters an error.

Payload Example
{
  "event": "document.uploaded",
  "timestamp": "2025-01-23T14:30:00Z",
  "data": {
    "document_id": "doc_abc123",
    "client_id": "cli_xyz789",
    "filename": "Q4_2024_Statement.pdf",
    "category": "statements",
    "uploaded_by": "system"
  },
  "webhook_id": "wh_def456"
}
Setting Up Webhooks
1

Navigate to Settings

Go to Settings > Developer > Webhooks in your Milemarker dashboard.

2

Add Endpoint URL

Enter the HTTPS URL where you want to receive webhook payloads. Must be publicly accessible.

3

Select Events

Choose which events should trigger notifications to your endpoint.

4

Save & Test

Save your configuration and use the "Send Test" button to verify connectivity.

Security

All webhook payloads include a signature header for verification:

X-Milemarker-Signature: sha256=abc123def456...

Verify the signature using your webhook secret to ensure requests originate from Milemarker.

Retry Policy

Failed deliveries are retried with exponential backoff: 1 min, 5 min, 30 min, 2 hours, 24 hours. After 5 failures, the webhook is disabled.

Milemarker Platform Guide Developer Resources