Send a webhook when a workflow is clicked

By the end of this guide, you'll have a workflow on a record's page that sends the record's data to an external service when it's clicked. Use it to trigger a Zapier automation, post to Slack, or call your own system.

What you'll need before you start

• A webhook URL from your external service, like Zapier, Make, or your own system. If you're using Zapier, follow Connect Engine Awesome to Zapier first to get one.
• An Item layout to add the workflow to.
• Administrator access.

Step 1: Create a webhook

Workflows send to one of your team's webhooks, so the URL is set up once and can be reused.

1. Go to Settings → API Access, and under Webhooks, click Create Webhook.
2. Give it a Name, like Send to Accounting, and paste your service's URL.
3. Under Topics, choose object.send, which a workflow sends a record with. To send a list's filters instead, from a workflow above a list, choose query.send.
4. Save the webhook.

Step 2: Add a workflow

1. Open the layout editor for the Item layout.
2. Add a Workflow block where you want it, and pick the ready-made Send Webhook workflow.
3. Click its text to change its label, like Send to Accounting or Notify Team.

Step 3: Choose the webhook

1. With the workflow selected, click Edit Workflow in the block toolbar.
2. Select its Send Webhook step, and under Webhook, choose the webhook you created.
3. Click Done, then save your layout.

The workflow is disabled until it has a webhook with the right topic, and the step is flagged in the editor until one is chosen.

To ask before sending, add a Confirm step before Send Webhook. To say it worked, add a Show Notice step after it, like "Sent to Accounting." See Workflows for more steps.

Step 4: Test it

1. Open a record that uses the layout.
2. Save any changes to the record first. The workflow sends the record's saved values, along with who clicked it.
3. Click the workflow.
4. Check your external service to confirm the data arrived.

Only people who can change the record can send it.

What to do next

• Connect Engine Awesome to Zapier, to build the Zapier side of this automation.
• Send Webhook, the step's settings.