How to Set Up the Webhook Action

To configure the Webhook action in Servis.ai, fill out the following fields in the form:

• Name (Required): Provide a descriptive name for the action, such as "Send Contact to CRM" or "Notify External Service."
• URL (Required): Enter the API endpoint or webhook URL where the data should be sent. This is the destination for your request.
• Step: The content entered here will be used as the body of the request. This data must follow the listEntityValues format as described in the Servis.ai API documentation.

• Method: Defines the HTTP method for the request. The default method is POST, which is ideal for sending data to an endpoint.

Note: Only the POST method is supported.

• Event: Optionally specify a custom event name to help identify or manage webhook triggers in your workflow.

Example Use Case

For instance, if your automation triggers when a Contact Record is created, you can use the Webhook action to send this contact’s details to an external CRM or notification system by adding the relevant data in the Step field.

If you want to know more about other actions for the automation builder, check this article.