Workflow Action: Webhook

July 30, 2024•2 min read

Using a webhook with Zapier or in advanced cases other programs using API management solutions is possible with BILT. With webhooks, you can export/import data to and from BILT with another platform or system. This is useful if you are utilizing multiple systems and want to exchange information with BILT. (Check out our Webhook setup article if you need an overview of how to create and use Webhooks.)

Please Note: This is a premium app option in Zapier. There are available options for integrated apps to accomplish this without webhooks with limited triggers and actions depending on the application. Browse options for that here: https://zapier.com/apps

In this article, we will go over the workflow action Webhook

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.

You can send information with a POST hook or request information with a Get Hook

You would provide the webhook from Zapier or the webhook source in the URL field and provide any custom data key and values that you want to include

Here’s a sample workflow/webhook example:

Create a Workflow Trigger for an action such as Form Submitted, Survey Submitted, or Customer Booked Appointment.
Click the + to add an action to your Workflow.
Choose Webhook.
In the popup, name your action and add the URL (from Zapier or any other webhook source you are using).
Provide Custom Data if applicable
Save your changes to the webhook.
Test
Publish and save the workflow

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, raw webhooks will pull in raw data, etc.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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