Using The Receive Webhook Trigger In Workflows

The Receive Webhook trigger in PropertyMe Grow CRM allows you to receive data from external systems via a POST request. Once received, you can use the data throughout your Workflow using Merge tags.

This article will guide you through using the Receive Webhook Trigger.

1. Selecting The Trigger

1. On the side menu, click Workflows.
   
2. Click Create Workflow.
   
3. Fill in the workflow details:
   • Name
   • Status
      
4. Click Save Workflow.
   
5. Select 'When an event occurs'.
   
6. Select 'Webhook received'.
   
7. Click Copy.
   

The copied URL will be used in the webhook.

Back to top ^

2. Sending Data To The Webhook

To send data to your webhook, you’ll need to set up your external system to send data to the webhook. Refer to your external system docs on how to do that.

• If you're a developer, you can make a POST request with a Content-Type header set to application/json.

Here’s an example using curl:

bash
CopyEdit
curl -X POST https://api.phoenixsoftware.io/webhooks/incoming_webhooks/27743b4c-39c1-4cff-af74-dfb3175e834e \ 
-H "Content-Type: application/json" \ 
-d '{"name": "Alice", "city": "New York"}'

Back to top ^

3. Using The Data In The Workflow

Once the webhook is triggered, any data sent in the JSON payload becomes available as Liquid tags within your workflow. For example:

• {{webhook.name}} will return Alice
• {{webhook.city}} will return New York

You can use these tags to dynamically personalise emails, update contact records, trigger conditional steps, and more. For more information on the capabilities of the Liquid templating language, refer to here https://shopify.github.io/liquid/basics/introduction/

Back to top ^