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Using the Inbound Webhook Workflow Trigger in Stack

Inbound Webhooks in Stack allow for seamless integration with external systems by automatically sending data using HTTP request methods like GET, POST, and PUT. This real-time data transfer enhances CRM functionality and streamlines workflows, enabling efficient communication across various platforms.

What is an Inbound Webhook?​

An Inbound Webhook is a powerful feature that facilitates automatic data transfer from external systems to your CRM. When an event occurs in an external system, an HTTP request is sent to a specific URL linked to a trigger within your CRM, initiating a workflow. This capability improves integration, reduces manual tasks, and enhances productivity by ensuring critical data is synchronized across systems.

Excellent Usage Cases​

Inbound Webhooks can be utilized in various scenarios to enhance CRM functionality:

eCommerce Order Integration​

Automatically update your CRM with new order information from your online store.

Example: Your eCommerce platform sends an HTTP POST request to the webhook URL with order details. Your CRM updates the customer's contact information and adds the order details to their record.

Customer Support Ticketing System Integration​

Ensure your support team has all necessary information by integrating your support ticketing system with your CRM.

Example: Your ticketing system sends an HTTP POST request to the webhook URL with ticket details. Your CRM associates the ticket with the corresponding customer record.

Event Registration Integration​

Manage event attendees effectively by integrating your event registration platform with your CRM.

Example: Your event platform sends an HTTP POST request to the webhook URL with attendee details. Your CRM updates the attendee's contact information and adds the event registration details.

Lead Capture from Web Forms​

Capture leads from your website and send the data to your CRM.

Example: When a visitor submits a form, your web form sends an HTTP POST request to the webhook URL with lead information. Your CRM creates or updates the lead's contact information.

How to Use the Inbound Webhook Workflow Trigger​

Bring your data into Stack in three simple steps using the Inbound Webhook Trigger.

Step 1: Retrieve and Test the Webhook URL​

  1. Retrieve the webhook URL and use it in your application or system.
  2. Send data to the webhook URL using POST, GET, or PUT.
  3. Click the "Test Trigger" button.

Step 2: Save and Reference Data​

  1. Choose the data received and save it as sample data for future use.
  2. Use "Load More" to view additional recent data.
  3. Save the trigger and reference the data for custom variables.

Step 3: Create or Update Contact​

  1. After saving the trigger, proceed to "Create Update Contact".
  2. Map the incoming data to the necessary fields. An email or phone number is required to create or update a contact.
  3. If your data lacks email or phone, remove this action to continue the workflow without contact information.

Example Usage​

Utilize custom values from Inbound Webhooks in various actions within your workflow, such as:

  • Communication Actions: Use webhook data in emails or SMS.
  • If/Else Actions: Categorize data using conditional logic.

Important Points​

  • Always use a supported method (POST, GET, or PUT) for requests.
  • Send data as a JSON object.
  • Use CamelCase or snake_case for key names.
  • Email or Phone is required to create or find a contact.
  • Arrays are not supported in custom values.
  • If your data structure changes, update the Mapping Reference in the Inbound Webhook Trigger setup.
  • If your webhook URL is compromised, delete and create a new Inbound Webhook Trigger to generate a new URL. Update your integrations accordingly.

By following these steps, you can effectively integrate external data into your Stack workflows, enhancing automation and productivity.