Webhook is just a fancy word for initiating an HTTP request to another server every time an event occurs. Docupilot triggers a webhook every time we create a new document for you. You can send data & document for example to one of the supported CRM systems (Salesforce, Zoho CRM) or Zapier or to your own API. With WebHooks, you can send data and document to various services, say Zapier, or any or supported CRM system (Zoho CRM, Salesforce) or even to your own service for that matter.
To start with a webhook delivery, choose the
WebHookoption from the list of deliveries available in the
Configure new Deliveryview.
The various configurations available for the webhook delivery are listed below
The name of the Delivery
The POST URL that you want to be called, once there is a merge. This field takes merge variables for input. Click on the
The headers that needs to be sent with the HTTP POST request. This field takes merge variables for input.
The data that needs to be sent with the HTTP POST request. This field takes merge variables for input.
The webhook is sent as a HTTP POST multipart/form-data with file and file_name.