Using a webhook with Zapier or another program, you can export date from the system to another platform or system. This is useful if you are utilizing multiple systems and want to export information from the CRM. (Check out our Webhook setup article if you need an overview on how to create and use Webhooks.)
Within the Workflow builder, perhaps you want to use form information or a booked appointment to fire off a webhook action. You can start with that action as a trigger within the Workflow builder, and that will fire off a webhook action.
Hereโs a sample workflow/webhook example:
NOTE: The specific type of information that comes through will depend on what you set up in the webhook; meaning a form will pull through form data, an appointment will pull through appointment and contact data, etc.
Overview The Number Validation Trigger in CRM allows users to automate workflows according to the validation status of phone numbers. This functionality helps ensure that SMS messages are sent exclusively to valid numbers, minimizing costs from undeliverable messages and enhancing communication efficiency. Trigger Name Number Validation Trigger Description Triggered based on the number validation feature […]
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Overview The solution that streamlines your business operations. Powered by cutting-edge AI, it tackles complex tasks with speed and precision. Leave behind tedious manual work and embrace a new era of effortless efficiency with Workflow AI Action. Action Name GPT Powered by OpenAI Action Description Workflow AI is a groundbreaking automation tool that leverages artificial […]
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