Why This Matters

Automations take repetitive work off your plate so your team can focus on selling and serving customers. Set it up once and let SubcontractorHub handle the busywork.

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.

This is available for the following modules: customer, lead, proposal qc review, and commissions.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

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".

Step 14

Tick the “Map fields” checkbox to send only selected fields in the payload instead of the entire record.

Note: The "Map Fields" functionality is only available for the project module.

Step 15

After clicking the checkbox, select the preferred “Project Standard Fields” from the dropdown.

Step 16

Additionally, you can rename each one to match your endpoint.

Note:

Currently, there are 6 modules where the webhook trigger functionality is added: customer, lead, proposal qc review, and commissions, project and proposal.

Step 17

Click "Launch" once the process is complete.

Step 14 - How to Access Webhook Triggers in Automation

Pro Tips

💡 Automation tip: Start simple and add complexity once you've confirmed the basic flow works.
🔄 Monitor it: Check your automation history to catch any failed runs early.
📋 Name clearly: Use descriptive names so your team knows what each automation does.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Automation not triggering	Check that the trigger conditions are met and the automation is turned on. Review the automation history for error details.

Last updated: 2026-07-23 · Source: How to Access Webhook Triggers in Automation?