Utilize webhooks to transfer data between platforms and trigger automations seamlessly.
Webhooks allow data transfer between platforms, supporting both incoming (post) and outgoing (send) data.
Inside your automation platform, start by creating a new workflow or automation from scratch.
Add a trigger for the automation. Select the webhook option and choose an inbound webhook to receive data from another platform.
In the other platform, set up a webhook that posts data to the URL generated by your automation.
Once the webhook is triggered, map the incoming data fields (e.g., email, name) to corresponding custom fields in your automation.
After the webhook triggers the workflow, continue by adding the necessary actions like sending emails, updating records, etc.
Optionally, configure your platform to send webhooks when specific actions, like appointment bookings, are triggered.
For third-party platforms (e.g., Zapier), use the webhook catch feature to transfer data and integrate with other applications.