topic Re: Trigger a webhook via Activity add/edit/del? in APIs & Integrations

Trigger a webhook via Activity add/edit/del?

L_E — Wed, 24 Oct 2018 23:45:52 GMT

Is there a way to have activities fire off a webhook, for example when a meeting is logged? I've looked through the api documentation and have tried building a webhook call directly in a workflow (since there is no way in the api to trigger a webhook from activities), but that hasn't worked.

I'm trying to send this information to a sales management platform, basically triggered every time a meeting is added.

Re: Trigger a webhook via Activity add/edit/del?

IsaacTakushi — Fri, 26 Oct 2018 19:00:17 GMT

Hi @L_E,

Happy to help. Could you clarify what hasn't worked? Were you running into issues with the workflow's enrollment triggers, the webhook URL, or both? Would you share a link to the workflow you were testing?

There are three types of meetings-related workflow enrollment triggers:

"Contact has filled out Meetings Link: [Desired Meetings Link]."
"The contact property Last meeting booked is known" with re-enrollment enabled for whenever Last meeting booked is known again.
"The contact property Meeting description / Meeting location / Meeting name / Meeting source / Meeting start time is known." These five properties are located under the Activity filter, but none of them can be used for re-enrollment. Learn more here.

Some of these triggers may be more or less appropriate in your situation, however you should always be able to use a webhook at the end of the workflow to ping your system. If you choose to use the POST method, keep in mind that you'll need to parse an entire contact-record's-worth of JSON-formatted data on your end.

Re: Trigger a webhook via Activity add/edit/del?

FrankTheTank — Fri, 26 Oct 2018 22:49:16 GMT

Follow up question for you @Isaac_Takushi
If we're creating meeting activities on the company record or deal record directly rather than on the contact record itself; how can we make sure those activities are also captured?

Also it doesn't look like re-enrollment is available. See screenshot.

Re: Trigger a webhook via Activity add/edit/del?

IsaacTakushi — Wed, 31 Oct 2018 12:40:59 GMT

Hi @Frank_Devine,

Apologies for the delayed response.

At this time, re-enrollment is only available for contact-based workflows, so you'll need to make sure the meetings created on company or deal records are associated with contacts. These contacts will be the objects you create automation around.