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Guide to Custom Webhook Workflow Action in Stack

The Custom Webhook Action in Stack is a powerful feature that facilitates real-time data exchange between your CRM and third-party services. This tool allows you to create tailored requests using various HTTP methods, authorization options, headers, and query parameters, ensuring efficient and accurate workflows.

What is the Custom Webhook Action?​

The Custom Webhook Action is designed to enable seamless communication between your CRM system and external services. By configuring and sending custom data requests to specified URLs, you can automate data exchange and enhance your workflows. This feature supports adding headers, query parameters, and mapping custom values, providing a flexible request structure tailored to your needs. While using this feature, it's important to consider API responses and server limitations to avoid errors.

Who is this feature useful for?​

This feature is ideal for businesses and individuals looking to integrate their CRM systems with third-party services. It is particularly beneficial for marketers, developers, and IT professionals who aim to streamline workflows, improve data consistency, and manage processes efficiently across different platforms.

Key Benefits​

  • Accurate Integration: Automates communication between your CRM and third-party services, reducing manual data entry errors. Autocomplete suggestions aid in data mapping.
  • Flexibility: Supports various HTTP methods, authorization methods, headers, and query parameters, allowing for customized requests.
  • Real-time Updates: Enables real-time notifications and updates, improving responsiveness and decision-making.
  • Scalability: Adaptable to various industries without requiring changes as operations scale.

How to Set Up a Custom Webhook​

Step 1: Fill URL​

You can send data requests to any URL of your choice without needing to code or manage server operations.

Step 2: Select a Method​

Choose an HTTP method that suits your needs, such as POST, GET, DELETE, or PUT.

Step 3: Select Authorization Method​

Select from various authorization methods to securely access the webhook.

Step 4: Headers & Query Parameters​

You can include headers and query parameters in your requests to provide additional information or modify response data. Headers might include authentication credentials or content type, while query parameters can help filter or adjust the data you receive.

Step 5: Configure the Data to be Sent​

Map custom values in any structure that meets your requirements. The user-friendly textbox offers autocomplete suggestions for custom values, including inbound webhook variables, simplifying the mapping process and ensuring data accuracy.

Troubleshooting​

The success of the Custom Webhook Action depends on receiving a successful response from the referenced API. If errors occur, they will affect the workflow execution, causing the action to fail or retry with exponential backoffs. Ensure that the receiving server can handle the number of executions you plan to send to avoid errors due to server limits. The Custom Webhook Action triggers as soon as a contact reaches the step, so consider the server's capacity when adding contacts to the workflow.