topic Re: Use Webhook response in email template in APIs & Integrations

Use Webhook response in email template

DBhavi — Wed, 26 Jul 2023 23:07:14 GMT

Hi Everyone,

While creating workflow using contacts we can use the 'webhooks' to create a GET request and get the response. I'm able to get the response and save the results.

But can we use the saved result in email template which we create during the action ? is there any way to use that response in the email created in same workflow. I can see the option to add from contacts not from webhook response.

Can anyone help me with this ?

Re: Use Webhook response in email template

coldrickjack — Thu, 27 Jul 2023 15:48:45 GMT

Hi @DBhavi,

This is possible so long as you store the webhook response in a contact property and include that as a personalisation token within the email.

I've created a workflow below for reference, when a contact is enrolled a GET request is made to my endpoint that returns some data. In this case a username. I use the "Copy property value" to store the returned data in a contact property and ensure I include this as a personalisation token in the email that is sent. I've put together a short video walkthrough on how to achieve this.

Re: Use Webhook response in email template

DBhavi — Thu, 27 Jul 2023 15:51:11 GMT

@coldrickjack Thanks for the response.
As this would be common property, We may not want to save in contact. is there any other way ?

Re: Use Webhook response in email template

coldrickjack — Thu, 27 Jul 2023 15:59:59 GMT

Hey @DBhavi,

If it is a common value for all contacts why not just hard code it directly into the email and remove the need for triggering the webhook in the first instance?

Failing that, no there is no other way. If you want to include that data within a marketing email it has to be stored within a contact property. Even temporarily. So you could alter the workfow to do something like this - where you create a property used to hold the webhook data, you personalise the email and then clear the property when the email is sent.

Re: Use Webhook response in email template

DBhavi — Thu, 27 Jul 2023 16:05:49 GMT

Hello , Thanks @coldrickjack for the reply. We cannot hardcode because these values changes daily.

https://community.hubspot.com/t5/CRM/Sending-transactional-email-with-custom-data-through-a-workflow/m-p/825522#M141936 This is my requirment actaully and I'm planning to achive this using webhooks.

Re: Use Webhook response in email template

coldrickjack — Thu, 27 Jul 2023 17:04:54 GMT

If you are using transactional email you can use the Single Send API to do this. I've recorded a video here. The code I use in the video can be found below.

Re: Use Webhook response in email template

DBhavi — Thu, 27 Jul 2023 17:15:51 GMT

Thanks @coldrickjack , This looks great .

But the problem here is 'recepient', We have to send the email for all the 'recepient' who has property 'opted' set in hubspot contact properties.
so just wondering how to get that via code. In your code your are reading from an event so. should I set some trigger and that trigger output would be in 'event' object ?

Thanks again.

Re: Use Webhook response in email template

coldrickjack — Thu, 27 Jul 2023 17:41:34 GMT

Hi @DBhavi, that is just simply done by modifying the workflow enrollment criteria. In my example I base this on a form submission but in theory you can use AND OR logic to create your own enrollment rules to only include contacts that you'd like. More information on workflow enrollment can be found here.

Any contact who meets the criteria is automatically enrolled into the workflow and the custom coded action is executed. Making a request you your endpoint, returning some data and triggering a transactional email being sent by the Single Send API.

Re: Use Webhook response in email template

DBhavi — Thu, 27 Jul 2023 18:14:14 GMT

Looks Great . @coldrickjack I will try this now and Accept the solution once done.

Thank you.

Re: Use Webhook response in email template

DBhavi — Thu, 27 Jul 2023 19:04:18 GMT

@coldrickjack I did try your solution.
Is there any way I can see full logs because I want to see what's coming in the event but logs are not displaying.

even though I'm sending 'to' the call is failing with below errror :

In the above daigram you can see that, I'm sending 'to' but still the error shows missing 'to' in email.

Thank you.

Re: Use Webhook response in email template

coldrickjack — Thu, 27 Jul 2023 19:16:57 GMT

Hi @DBhavi,

Can you please copy and paste the entire code block you are using within the custom coded workflow action? In the video I recorded it worked perfectly and there is no reason it should not for you as the email property is a standard field within the CRM.

I'm more than happy to help troubleshoot further but I think the best thing is for you to include more information. Specifically:

Screenshot of the workflow
The code contained within your custom coded workflow action

Re: Use Webhook response in email template

DBhavi — Fri, 28 Jul 2023 13:37:07 GMT

Hi @coldrickjack .

I found my mistake and the status is success now.
The problem now is even though it's success and in email board it shows 'delivered'. I'm not getting email.

Re: Use Webhook response in email template

coldrickjack — Thu, 27 Jul 2023 20:09:58 GMT

Hi @DBhavi,

If the email is marked as delivered but your not seeing it in your inbox the issue is to do with your SMTP Server/Mailbox settings. Worth checking spam or trash?

From HubSpots perspective it has done everything correctly (and as much as it can as an Email Service Provider). It's processed the data retrieved from the webhook and sent the email containing said data.

From a troubleshooting perspective - If you click into the email you should see some information coming back from your mailserver that might indicate a problem but I would highlight it's not to do with your API request, nor HubSpot. It's a mail server issue. HubSpot does provide some detail that might assist you here.

I would appreciate if you could mark my original answer as a solution as I do believe it addressed the initial question which how to use data returned from a webhook in a transactional email. 😊 There are multiple options which I recorded whether it be to include in a contact property and use as a personalisation token or to pass to the Single Send API.

I am happy to assist regarding the email deliverability issues but I think it warrants another thread. I also think in terms of the wider community another thread would be beneficial for those searching for issues in the future!

Re: Use Webhook response in email template

DBhavi — Thu, 27 Jul 2023 20:18:23 GMT

Thanks @coldrickjack .
It was the template problem in the email and I'm able to resolve it. I'm marking the original answer as resolved.

Thanks for your help.

Re: Use Webhook response in email template

coldrickjack — Thu, 27 Jul 2023 21:03:49 GMT

Hey @DBhavi I'm glad everything is working and wish you all the best in terms of moving forward with your project! 😊