How to Create webhooks using Kylas workflow ?

How to Create webhooks using Kylas workflow ?

Webhooks are user-defined HTTP callbacks that are triggered based on some event in one system and send data to another system API.

Prerequisites

  1. Permissions:  Any user with access to Create/Update workflows
  2. Product Plans: Explore and Elevate.
  3. Activities to be Completed: Creating a company account

Steps

Step 1 
Login to Kylas and navigate to Setup -> Automation > Workflow

Step 2 
Create a workflow by following the steps mentioned in the article How to create a workflow in Kylas CRM?, and choose 'Webhook' as an action in step 4 of workflow creation and click on the 'Create webhook' button.

 
Step 3
In the 'Add Webhook' modal: 
  1. Enter the webhook name and description 
  2. Choose request type from GET, POST, and PUT
  3. Enter the target URL (Target URL is the URL of the API to whom you want to send some data via webhook request)
  4. Choose the required authorization method and enter the required credentials in order to access the API URL.
  5. Choose the 'Add parameters' radio button to add parameters to be sent to the API in the webhook request
    1. Enter parameter name
    2. Choose parameter type (e.g. Lead information, Lead owner's information)
    3. Choose the parameter value to be sent (e.g. Lead's email id, Owner's name)
  6. Add multiple parameters if required
  7. Click on 'Preview request' to see the updated URL or request body with selected parameters 
 

Step 4
Click on the 'Save' button in the 'Edit Webhook' modal to save the webhook.
 

Some sample business use cases where webhook might be useful:
  1. Whenever a Lead is created, add the Lead's email id to the Mailchimp account for bulk email marketing.
    1. Create a workflow for Lead with the trigger as 'When Lead is created.
    2. Enter the required conditions.
    3. Choose 'Webhook' from the list of actions in step 4 of the workflow creation
      1. Enter webhook name and description
      2. Enter Mailchimp API URL for account creation 
      3. Choose the authorization method as Key and enter a valid Key
      4. Choose the parameter as Lead's email id
      5. Save the webhook
    4. Save and Activate the workflow

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