Releases and Updates

ariplaut
Von: HubSpot-Produktteam
HubSpot-Produktteam

[Now Live] Customize Webhook Requests in Workflows

What is it?

Following the release of GET requests in Webhook workflow actions in March, we've made another round of exciting updates that enable better control over the data you're sending to or receiving from external apps:

  1. The ability to select the data you want to include in the POST request, including data from previous actions in the workflow
  2. The ability to use properties as query parameters in GET requests, in order to dynamically update the GET request based on information specific to the enrolled record. For example, instead of specifying "Boston" in a webhook action (applied to every enrolled object), you can select "City," and the webhook will pull the "city" for each enrolled object.
  3. An additional authentication type, API Keys

The webhook workflow action is available in Operations Hub Professional and Enterprise.

 

Why does it matter?

Webhooks in workflows enable HubSpot users to send and receive information to and from external apps, automatically.

 

When you're passing data between applications, the more control you have, the better. With these updates, get even more specific about which data you send and receive, enabling easier connections and increasing trust in your data.

 

How does it work?

Navigate to Automation > Workflows. Create a new workflow or edit an existing one. Once inside the workflow, click the plus sign to add an action, and then click on "Send a Webhook" in the panel.

 

To Customize your POST request

  • Select POST from the "Method" dropdown.
  • Where it says :Customize request body," select what you'd like to do. If you would like to customize it, select the properties you want to include and the key names.

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  • You can then test the action by selecting a test object and inputting test values for each of the properties you've selected.

 

To Specify Query Params for GET Request

  • Select GET in the "method" dropdown
  • Select the property you'd like to use as the query param in your request. This is essentially the data you would like to GET. You can edit the name.
  • You can still add static query params to the Webhook URL.
  • When testing you can input a test value to return.

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To use an API Key

  • For either GET or POST requests, select "API Key" in the Authentication type dropdown
  • You will then need to select the API Key (which functions similarly to Custom Code Secrets), specify the API Key Name, and then select whether you want the API key to be in the header or the Query Parameters.

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