How to Configure the Webhook Action
Configure the Trigger Webhook action to integrate octapipe with external systems by sending data automatically when rules and events are met
Support Team
Last Update 7 bulan yang lalu
1st Step: Accessing the Automations Administration Module
In the lower left side menu, click “Automations” to view the list.
Click “New Automation” to create a rule or select an existing automation to edit.
Select the Entity that will be monitored (e.g., Pipeline Cards, Database Records, Tasks, or Users).
Choose the Event that will trigger the automation:
- Create
- Update
- Delete
- Move
- Task Completed
- All Tasks Completed
In the “Action” field, choose “Trigger Webhook”.
If necessary, add conditions to restrict when the webhook should be triggered. Configure:
- Field
- Operator
- Value
In the “Settings” section, fill in the fields:
Method: choose the HTTP method to be used (GET, POST, PUT, DELETE).- Endpoint: enter the URL of the external service that will receive the data.
- Headers: add authentication headers or additional parameters if needed.
- Body: define the request body. You can insert text, JSON, or other data structures.
You can use dynamic variables represented by the (x) icon next to the field to automatically personalize the content, inserting information such as customer name, card owner, or order number.
After reviewing, click “Create Automation”.
The rule will become active and will trigger the webhook whenever the configured event and conditions are met.
- Test the endpoint using tools like Postman before integrating it into the automation.
- Use variables to send dynamic data in the request body.
- Configure authentication headers for secure connections.
- Monitor external system logs to validate received requests.
Conclusion:
You have learned how to configure the webhook action in an automation by defining method, endpoint, headers, and request body, along with using dynamic variables. This feature expands octapipe’s integration capabilities with external systems. If you have any questions, contact our support team.