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How can you use an automation to send a Webhook

Marketing Automation workflows are no longer limited to the actions you can perform within your account in our platform. The "Then post a webhook" action allows you to connect your workflow with any third-party system like Zapier or your own application. When the action runs, it sends a JSON object using a POST request to a pre-defined endpoint. Please note that the endpoint entered in the Webhook URL field must be reachable (e.g. no authentication, no timeouts, etc.) with HEAD, GET, and POST verb.

 

A.  Finding the Actions

1. Click on the + button, located at every intersection on your workflow.send_webhook_using_automations_1.png

A pop-up window appears.

2. Choose the Actions tab, on the pop-up that appears.

 

3. Click on the Then post a webhook action to add it to your workflow.send_webhook_using_automations_2.png

 

B. Setting up the Action

1. Fill in the webhook URL to which you want to send a POST request.send_webhook_using_automations_3.png

You can use the "Then post a webhook" action to keep your internal systems in sync with the actions your end-users perform in your emails or website. For example, you can build a simple application that registers purchases to your CRM and use an automation workflow in our platform to send a webhook to your app whenever someone purchases on your website. You can also use tools like Zapier to connect our platform with other third-party systems without writing a single line of code.

 

If you need the technical details of what exactly is sent over to your app or third-party system through the Webhook, you can find them below:

HTTP Method:  POST
POST Payload Type:  JSON 

Payload JSON Schema: (You can also conveniently find the schema here)

 

2. Click on the Save button.

Your Action step will be ready and waiting inside your workflow.

 

Make sure that your design works exactly how you have imagined, by learning how to edit your automation workflow. Also, don't forget to explore some of the highly useful Conditional / Control steps which will help you design the automation that best fits your needs.