Hello there, Saleshandy users! 👋

Webhooks can streamline workflow and automate processes. This article explains what they are, how important they are and how to set them up easily.

Webhooks 🌐

What is a Webhook? 🤔

Think of a Webhook as your digital lookout. It keeps an eye on events happening in one application and sends updates in real-time to another. It’s like having a loyal messenger at your service, ready to deliver notifications instantly whenever something important happens. A Webhook uses a unique URL (Webhook URL) to deliver these messages directly to the applications that need them.

Why Do You Need Webhooks? 🎯

Why wait to get updates when you can have them instantly? Webhooks are all about speed and efficiency. They eliminate the need to constantly check for updates manually. Whether it's an email open, a link click, or an outcome update, Webhooks keep you in the know without any delay. This instant communication helps automate workflows, saving time and reducing errors.

How to Set Up & Test Webhooks?🛠️

Setting up Webhooks is a breeze! Let’s walk through the process:

🪜Steps to Follow

1️⃣Navigate to Settings and Click on Webhook.

2️⃣Click on "Add Webhook." (Set up your triggers and receive notifications instantly.)

3️⃣Name your Webhook: Assign a catchy name to your Webhook. This helps in identifying it easily among others.

4️⃣Enter Your Webhook URL: This is crucial. Paste the URL where the Webhook will send the data. Remember, it should be a valid URL capable of handling and processing incoming data. (You can take the Webhook URL for testing from Webhook.site, you need to copy the unique URL from it)

5️⃣Add HTTP Headers (Optional): If your data needs extra context or authentication, add up to five key-value pairs in the headers. Think of it as adding special instructions or identifiers to your messages.

6️⃣Select Events to Trigger Your Webhook: Decide what actions in your app should trigger the Webhook.

This could be anything from the below list of Events

7️⃣Test Your Setup: Always test your Webhook to ensure everything works perfectly. Choose the event you want to test, trigger it, and see the result on Webhook.site as well as in your application’s preview.

You can use sites like Webhook.site to capture the data and see it in action.

Roles and Permissions for Webhook Management

Webhooks will be available from Pro and Higher plans. It will also be available in the Trial plan, but once the trial is over, it will be restricted if the account is not upgraded to pro or higher plans.

Saleshandy provides a structured permission system to manage Webhooks effectively within teams. Here's how different roles can access and manage Webhooks:

User (Team Member): Users have the capability to access and edit their own Webhooks. This allows individual team members to manage their integrations autonomously while maintaining security and privacy.
Team Leader: Team leaders can access and manage their own Webhooks along with the ones created by their team members.
Admins and Owners: They have the highest level of access rights and can view and edit all Webhooks across the platform.
LTD Roles: The permissions for LTD roles mirror those of their corresponding standard roles, ensuring consistency across different license types. LTD users can access webhook.
Agency Plans: Every member, regardless of their specific role, can see and edit all Webhooks per client. This setup is designed to enhance teamwork and streamline client project management.

Mission accomplished; you've successfully configured Webhooks. 👏

Webhooks are simple yet powerful tools for keeping your applications interconnected and responsive. By setting up Webhooks, you’re not just automating processes; you’re setting the stage for a more efficient and responsive system.

Not all applications accept the webhook directly; some might need mediators like Zapier, Make, n8n, Pabbly, Integrately, etc.

So, why wait? Set up your first Webhook today!

Happy automating! 🌟

Warmest regards,

Saleshandy Team