Get Web-HOOKED on Enboarder!
The Send Data: Webhook module is incredibly powerful. You can use this module to send (POST) data to other applications. For example, sending form data to Slack to share information about your new hire to the team! You can even send the answers from a managers IT Request to Jira or Service Now! It's essentially an integration method to send out data to another application in use by your organization!
Let's take a quick look now. In this example, let's send the employees 'A Bit About You' section to Slack.
Note: Before you begin the webhook process, you need to capture the data to update somewhere in that workflow prior to adding the Send Data: Webhook. Use a Form to capture the new data you want to send, and then save it. Now you'll be able to create your very own webhook!
Step 1: Start by clicking the Send Data module and dragging it into the sequence you'd like to trigger this action.
Step 2: Then, you'll be given three options:
- Send Email
- Send Webhook
- Send Update-Value
Select the 'Send Webhook' option, and then click 'Start'.
Step 3: After you click Start, you'll see this screen below. This is where you can set up what data you want to send, and where that data is going. You may need assistance from your IT team for the technical details in the next steps.
First you will have the option to drag data elements from the left side which will give you the ability to instantly generate a basic JSON payload for your webhook. Many systems might require a more complex payload and you will be able to customize it on the next step as well.
Step 4: Click Add Webhook to customize the following: Endpoint URL, Authentication, Headers, and Payload
You will need to enter the endpoint URL of the system that will be receiving the webhook, eg Slack or Jira. Next use the dropdown menu for Authentication (most commonly you will use Standard Authentication but Enboarder additionally supports OAuth for several popular systems). With standard authentication you may need to include an apikey in the Headers.
Some systems also require additional Header Keys/Values, and you can click the option "+ Add More" for as many Headers as needed.
Lastly, the Body section at the bottom is where you can generate and customize a JSON payload if required by the receiving system. The button which says "<T> Insert Text" allows you to include dynamic tokens within your JSON payload such as a new hire's first name. Enboarder will automatically populate these dynamic tokens for each time this webhook is sent within a workflow.
Reach out to your Customer success manager to work with you on your requirements and who will be able to assist you through this process.