How to Connect Webhooks with Webhooks (Custom)
The integration will allow you to transfer data between systems that support sending and get data via Webhooks. Thus, you can automate the data processing process as efficiently as possible using the various services that you use.
Let's go through the entire Webhooks with Webhooks setup steps together!
Navigation:
1. What will integration Webhooks with Webhooks do?
2. How to connect Webhooks account?
3. How to connect Webhooks (Custom) account?
4. How to setup data transfer from Webhooks to Webhooks (Custom)?
5. An example of the data that will be sent to your Webhooks.
6. Auto-update.
To start setup new connection, click "Create connection".
Select a system as the Data Source. In this case, you must specify the Webhooks.
Next, you need to specify the system to which the data from the Webhooks will be transferred. In this case, you must specify Webhooks (Custom).
The next step is to select Webhooks account from which SaveMyLeads get data.
If there are no accounts connected to the system, click "Connect account".
If desired, you can change its name or simply click "Continue".
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Next, you need to copy the "URL for receiving data", click "Continue" and go to your account, that supports data transfer via Webhooks.
For the example work in this help, we will copy this link and go to the Kajabi account, setup an publication for transferring data via Webhooks.
You can do the same on any other system that supports Webhooks.
Go to the "Sales" - "Offers" tab, then select the publication from which you want to Data Destination.
Click on three dots and select "Webhooks".
In the "Purchase Webhook URL" field, paste the link you copied earlier from the SaveMyLeads system. After that, click "Send Test" to create a test event in the Kajabi system.
If you don't see the "Send test" button, click "Save" and go to the "Webhooks" section again.
The next step is to select Webhooks (Custom) account to which data will be sent.
Data will be sent to the url specified by you according to the settings, the action allows you to specify advanced settings, namely Header. The action also allows you to get a response to the sent request.
For an example of work, we will use Click Send system.
You can do the same in any other system that supports Webhooks.
Now you need to configure the connection between the Webhooks variables and the corresponding fields in ClickSend to send data.
First, you need to specify the URL to receive data according to the service documentation and the action you have selected. For this example, we will take Creating a contact in Click Send.
Next, select the Method specified in the documentation and choose the type of Authorization, in this case we choose Basic, and also specify the Login and Password.
In this case we specify login from Click Send account and API key.
Fill in the Header also according to the documentation.
In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.
Click "Continue" when you're done with assigning fields.
Please note that you can use not only Webhooks variables, but also manually entered data. Also, all these data can be combined with each other.
Now you can see Test data.
Click "Send test data to Webhooks" and go to your ClickSend to check the result. The result of sending the data, can be found in your ClickSend account.
If something does not suit you, click "Back" and go back one step.
In order for data from Webhooks to be transferred multi-venously to Webhooks, click "Finish setup".
On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.
When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.
This completes the integration setup between Webhooks and Webhooks (Custom)! See how easy it is!?
Now you don't have to worry, SaveMyLeads will do everything on its own!