What are Webhooks?
Webhooks allows you to connect other tools to your DataSift account, without needing a direct integration. With Webhooks, you can send DataSift events to external systems like automation platforms, Dialers and SMS tools, AI Agents, or another CRM.
Webhooks work in conjunction with sequences so you can automate the sending of information. For example:
Send records to an AI Agent: Create a sequence so that when a property status changes to Underwriting, it sends to an AI agent that handles this information, then the AI agent returns an Underwriting Report to you
Send records to an outside CRM: When a property status changes to New Lead, send to Left Main, GHL, etc.
Send records to Dialers or SMS tools: Send records to other dialers and SMS tools that aren't directly integrated when a certain list or tag is added, or a status change happens.
Getting Started
To get started, first create the webhook in the external tool you want to send information to.
Then, Navigate to the Settings -> Integrations section of your DataSift account, and select the Webhook option.
Under Webhooks, select Add Webhook.
Copy the webhook you generated from the external tool you want to send data to:
Creating the Sequence
After your webhook is added, go to the Sequences section on the left side bar of your account, and create the automation to send the webhook to your other app.
The Trigger is what starts the automation, for example a Property Status Change or a list being added.
The Condition is additional criteria you can add, for example what the property status changes to, or what list is added.
The Action is what happens once all triggers and conditions are met. Select the Webhook action to send the information from DataSift to your external tool or app.
You can also combine multiple actions, for example setting a follow up task or assigning the property to another team member.
For more on sequences please see: How to Create Sequences.
*Note: if you haven't pasted the webhook first in the Settings -> Integrations -> Webhooks section of DataSift, you'll be taken to this page when clicking "Add Webhook" in the sequence. A Webhook must be added here in order to complete the sequence.