Workflow Action: Webhook
In Advisor's Growth, you can integrate webhooks with platforms like Zapier or other advanced API management tools. Webhooks allow seamless data import/export between Advisor's Growth and other systems, making it ideal for syncing information when using multiple platforms. (For an overview on setting up webhooks, check out our Webhook setup guide.)
Note: Zapier's or Pabbly connect webhook functionality may be a premium feature. Depending on the app, there are integrated alternatives with limited triggers and actions that might not require webhooks. Explore those options here: Zapier App Options.
Overview
Webhooks in Advisor's Growth workflows allow you to send data when specific triggers occur, such as form submissions or booked appointments. These actions can initiate webhook events, sending information to an external system.
Webhooks support both POST and GET requests, depending on your needs—POST to send data and GET to retrieve it. You can configure the webhook's payload in JSON format to specify the exact data, like contact or appointment details. For example:
When setting up the webhook, you’ll provide the URL from the service (such as Zapier) and customize key-value data pairs for the information you want to transmit.
How Webhooks Work
Webhooks connect applications by sending data from one system to another whenever a specific event occurs. For instance, when a customer makes a purchase via Stripe, a webhook can pass that information to another platform. Stripe compiles the data into a "payload" (the information being transmitted) and sends it to the target application for further processing.
To implement webhooks, the receiving app must generate a unique Webhook URL, similar to how a phone number is used to contact a business. This URL receives and processes the incoming data.
Use Case Example
Suppose you operate an eCommerce store on Shopify and use Stripe for payments. You want to send targeted emails to customers purchasing a particular course. However, your CRM doesn’t automatically receive purchase data from Stripe. Here, you can set up a webhook that triggers whenever the course is bought. This webhook sends the purchase data to your CRM, enabling you to send follow-up emails to customers based on their purchase.
This kind of automation ensures smooth data flow between platforms, allowing you to act on real-time events without manual intervention.
Navigation
Here’s a basic example of how to set up a webhook in Advisor's Growth:
Create a Workflow Trigger: Start by setting a trigger (e.g., form submitted, survey completed, or an appointment booked).
Add an Action: Click the "+" to add an action, then choose "Webhook."
Configure the Action: In the pop-up, name your action and provide the Webhook URL from your external platform (e.g., Zapier).
If the external system requires authentication, you can add headers (e.g., API keys or content types).
Add Custom Data: Input any custom key-value data pairs, such as:
Key: Addr
Value: Address (from the value picker) You can include up to five custom data fields.
Save the Webhook Action: After configuring the webhook, save your settings.
Test the Webhook: Before going live, use tools like Webhook.site or Postman to ensure the data transmits correctly.
Publish and Save the Workflow: Activate the workflow to ensure the webhook triggers as per the defined conditions.
Example Scenario
Goal: Sync new contact information with an external CRM.
Create Trigger: Set up the workflow to initiate when a new contact is created.
Add Webhook Action: Select "Webhook" and name it "Sync Contact with CRM."
Enter Webhook URL: Input the CRM’s API endpoint (e.g., https://api.externaltestcrm.com).
Configure Payload: Define the contact details to send in JSON format.
Add Headers: Include authentication details, such as API keys, if required.
Save and Activate: Once live, the workflow will automatically send new contact data to the CRM when triggered.
FAQ
1. Can I customize the data sent via a webhook?
Yes! You can use custom data key-value pairs to tailor the information sent, ensuring it meets specific needs.
2. What should I do after setting up the webhook in a workflow?
Always test the webhook after setup to ensure it works as expected. Once confirmed, publish the workflow to activate it.
3. What information is needed when setting up a webhook?
You’ll need the Webhook URL from your service (e.g., Zapier), a JSON payload, and possibly headers for authentication (like API keys). You’ll also define the event triggering the webhook.
4. What can trigger a webhook in Advisor's Growth?
Triggers include actions like form submissions, surveys, or booked appointments within the workflow builder.
5. Can I use webhooks with platforms other than Zapier?
Yes, webhooks can be used with any platform that supports them, allowing for versatile data exchange between Advisor's Growth and other systems.
6. What happens if the webhook URL is incorrect?
If the URL is wrong or fails, the data won’t transmit correctly. Test the webhook with tools like Webhook.site or Postman to verify functionality before deployment.
This version offers a cleaner, more polished guide on using the Webhook action in Advisor's Growth workflows.