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Using the Webhook Step in a Workflow

Modified on Thu, 25 Apr 2024 at 02:02 PM

This article will cover using the Webhook Step in a Workflow.

Table of Contents


Requirements

  • An active ClickFunnels 2.0 account.
  • Marketing settings configured in the account.
  • A third-party webhook URL.

Create the Webhook

  1. Follow the steps outlined in “How to Manage Webhooks” to create a new webhook.

  2. Select the workflows/steps/deliver_webhook_step.executed event type during the webhook creation.

    See our developer documentation for details about Workflow-based event types.

    Clicking the workflows/steps/deliver_webhook_step.executed event type.

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Create the Workflow

  1. Follow the steps outlined in “How to Manage Workflows” to create a new Workflow or add to an existing one.

  2. The Workflow builder will open up, allowing you to set up your Workflow. Follow the steps outlined in “How to Manage Triggers” to configure a Trigger for your Workflow if you have not already done so.

    Keep in mind that this will be the first requirement for the Workflow to run; therefore, it is a condition for the Webhook event to be triggered.

    Clicking the no trigger set button.

  3. Click the plus icon to add a new step to the Workflow.

    You can place the Webhook step anywhere in your Workflow. Data will be sent to the webhook URL whenever the Workflow Trigger is activated and the Webhook step is reached.

    Clicking the plus button.

  4. Scroll down to the Other section and click on Webhook.

    Clicking the webhook step.

  5. Select the Webhook from the dropdown menu.

    Clicking a webhook from the dropdown menu.

  6. Click on the Create button.

    Clicking the create button.

Congratulations! You now know how to use the Webhook Step in a Workflow!

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Additional Information

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