Workflow Deal-webhook

deals

#1

Hi guys.
I want use workflow deal post to webhook (my url api) every update stage deals. But i don't how do it?

  • What the condition i need set for workflow?
  • How to do it?

#2

Hi @khangnb happy to help! There may not be a great way to do this based off of any dealstage change but I think this should work:

You should set your criteria to be that "Deal Stage was updated in the last 1 days" and allow for re-enrollment.

Then you should be able to add a workflow action to POST to your external URL. To add a webhook action from a workflow, you can click the plus button and choose the "Trigger a webhook" action. Here's how my workflow looks, which appears to work:

Let me know if you have questions!