The Webhook Call and API Call features allow you to seamlessly export data about contacts or companies to external resources at any stage of the automation.
Setting up a Webhook Call
Step 1: Create a Webhook in Settings
Сreate a webhook and choose the type based on the data you plan to export:
Contact Export (Custom Call) - use this to transmit data about individual contacts.
Account Export (Custom Call) - use this to transmit data about companies (accounts).
For a detailed guide on creating webhooks, refer to this article: How to Create a Webhook.
Step 2: Add the Webhook to the Automation
Go to the automation builder and add an Call Custom Webhook node at the required point in your sequence, then select the webhook in the node settings.
Setting up an API Call
This section covers connecting to an external API and sending automated requests with dynamic data (variables).
Stage 1: Configure API Call Accounts
Create your authorization credentials.
Navigate to API Call Accounts in the settings section (1).
Click Add API call account (2).
In the modal window, fill in:
- Connection name (3): enter a name for this connection.
- Auth type (4): choose the method required by your service and enter the required data:
There are 3 Auth types:
Auth Type | Required Data |
API Key | Key name, Value, Add to |
Bearer token | Token |
Basic auth | Username, Password |
Click Create (5).
Stage 2: Adding the API Call to the Sequence
Open the automation builder.
Add the API Call node at the desired point in your workflow.
Stage 3: API Call Settings
1. Basic Configuration
API call (headers) account (1): Select your saved authorization profile.
Method (2): Choose the HTTP method.
Endpoint (3): Enter the external API URL. Use the { } Insert variables (4) button to include dynamic data.
Test API Call (5): Test the API Call setup.
2. Data Transmission (Optional)
Body (1): If you are using POST, PUT, or PATCH methods, you can define the request body here.
Query parameters (2): Query string parameters, provided as Key/Value pairs.
Headers (3): Add any additional HTTP headers required.
3. Advanced Settings
At the bottom of the panel find important stability settings:
Timeout (1): Server response wait time (default is 30s).
Auto retry on errors (2): Enable this checkbox to allow the system to automatically retry the request in case of temporary failures (network errors, rate limits, or 5xx server errors).
Remove Empty Values (3): Enable this option to automatically exclude empty, null, or undefined values from the request. This helps protect your data from being accidentally overwritten with empty strings.