Automation Flow - Sending meeting data via Webhook

With SprintHub, you can automate the sending of data from scheduled meetings in Public Calendars via Webhooks.

This action is also found in the Chatbot, and in SAC 360º and CRM Automations.

To create and run your flow, follow these steps:

1. Create the Automation Flow:

• Go to Automation Flows via “Find Services”. Or just type the name, and the feature appears.

• To create, click “+ New”.

1. Configure and Create:

• Enter a Name: Give your flow a descriptive name.

• Enter a description: detail of what will happen in the flow.

• Set up a Segment: Choose one you prefer.

• Category: Choose one you prefer. This is optional

• Allow leads to restart the flow?: It depends on your strategy. If left as “YES”, it will go through the flow more than once.

• Click “Open Builder”, to create the flow with your actions and conditions.

  

1. Building the Flow:

It will be possible to use a trigger or condition for sending the data.

• Trigger: “The lead schedules a meeting?”

• Condition: “Does the lead have a scheduled meeting?”

• Action: Send Webhook

Configure the action;

Enter all the data you want to send via Webhook to your external system.

1. Testing the Webhook:

Before activating it permanently, test the webhook using tools like Postman or curl. Send a POST request to the public URL generated by ngrok to verify that your server is receiving the data correctly.

API engineering for your agentsgetpostman

• Additional Settings:

Make sure your server is configured to handle POST requests on the specific route configured in SprintHub (/webhook, for example).

Check the security and firewall settings to ensure that requests are received without issues.

If your external service is offline, you need to create an interface connected to the internet to run as a host; for this, we suggest ngrok.

ngrok: deliver your apps, APIs, and AI on local and prodngrok.com

1. Activating the Webhook:

After successful tests, activate the webhook in SprintHub. This will ensure that the data is sent automatically whenever the configured event occurs.

1. Saving the Automation Flow:

After creating and making the necessary changes, save your Flow and publish it.

• Published: When selecting "YES", the flow will start working immediately.

And that's it, your data will already be sent!