Connecting automation workflows with external systems becomes easier when webhooks can be triggered directly from the workflow. With the Webhook Action Trigger in automation, users can now send webhook-based actions using sample data from the selected workflow.
Currently, four webhook trigger types are supported: customer, lead, project, and proposal. This helps teams test and build automated workflows more smoothly, reduce manual setup, and keep data moving between systems with less effort.
Follow the steps below to access webhook triggers in automation.
Step 1: Click “Manage Database” and select “Database” from the dropdown.
Step 2: Click “Additional” and select “Automations” from the dropdown.
Step 3: Click the “Add” button to add a new automation.
Step 4: Provide a title for the automation and click “Next”.
Step 5: Select the preferred module and click “Next”.
Step 6: Select the preferred job type and click “Start Now!”.
Step 7: Click the “+” button beside Add Start Trigger(s).
Step 8: Select a trigger from the list provided. For this workflow, we are selecting “When Field Updated”.
Step 9: Click “Select Field” and choose the preferred option from the dropdown.
Step 10: Click “Save”.
Step 11: Click “Automation Ends Here”.
Step 12: Select “Trigger Webhook” from the list of actions.
Step 13: Provide the URL and other required information and click “Save”.
Note: Currently, there are 4 webhook trigger types available, with sample data for each: customer, lead, project, and proposal.
Step 14: Click “Launch” once the process is complete.