Trigger a webhook via Activity add/edit/del?


#1

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.


#3

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:

  1. "Contact has filled out Meetings Link: [Desired Meetings Link]."
  2. "The contact property Last meeting booked is known" with re-enrollment enabled for whenever Last meeting booked is known again.
  3. "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.


#4

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.


#5

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.

Re-enrollment