Workflow Action: Webhook

Using a webhook with Zapier or in advanced cases other programs using API management solutions is possible with our software. With webhooks, you can export/import data to and from our software with another platform or system. This is useful if you are utilizing multiple systems and want to exchange information with our software. (Check out our Webhook setup article if you need an overview of how to create and use Webhooks.)

Please Note: This is a premium app option in Zapier. There are available options for integrated apps to accomplish this without webhooks with limited triggers and actions depending on the application. Browse options for that here: https://zapier.com/apps

In this article, we will go over the workflow action Webhook

Within the Workflow builder, perhaps you want to use for information or a booked appointment to fire off a webhook action. You can start with that action as a trigger within the Workflow builder, and that will fire off a webhook action.

• You can send information with a POST hook or request information with a Get Hook

• You would provide the webhook from Zapier or the webhook source in the URL field and provide any custom data key and values that you want to include

Here’s a sample workflow/webhook example:

• Create a Workflow Trigger for an action such as Form Submitted, Survey Submitted, or Customer Booked Appointment.

• Click the + to add an action to your Workflow.

• Choose Webhook.

• In the popup, name your action and add the URL (from Zapier or any other webhook source you are using).

• Provide Custom Data if applicable

• Save your changes to the webhook.

• Test

• Publish and save the workflow

NOTE: The specific type of information that comes through will depend on what you set up in the webhook; meaning a form will pull through form data, an appointment will pull through appointment and contact data, raw webhooks will pull in raw data, etc.