Send a webhook when a button is clicked

By the end of this guide, you will have a button on a record screen that, when clicked, sends that record's data to an external URL. You can use this to trigger a Zapier automation, post to Slack, or call any external service.

What you'll need before you start

• A webhook URL from your external service (Zapier, Make, or your own system). If you're using Zapier, follow the Connect Engine Awesome to Zapier guide first to get your webhook URL.
• An existing Item layout you want to add the button to.
• Administrator access.

Step 1: Open the layout editor

1. Go to Settings → Object Types.
2. Click the Object Type that has the layout you want to add the button to.
3. Find the Item layout. Click Edit.

Step 2: Add the Send Webhook action block

1. In the layout editor, click Add Block where you want the button to appear.
2. Choose Action from the block type list.
3. Choose Send Webhook from the action options.

Step 3: Configure the button

1. In the Webhook URL field, paste the URL from your external service.
2. In the Button Label field, type a clear label. Examples: Send to Accounting, Notify Team, Submit for Review.
3. Click Save.

Step 4: Save and test

1. Click Save to publish your layout.
2. Open a record on this screen.
3. Fill in all the fields and click Save on the record first, the webhook sends the current saved values, so save the record before clicking the button.
4. Click your new button.
5. Check your external service (Zapier, Make, etc.) to confirm the data arrived.

What to do next

• Connect Engine Awesome to Zapier, build the Zapier side of this automation to process the data Engine Awesome sends