Automation Flow - Sending meeting data via Webhook

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

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

To create and run your flow, follow these steps:

1. Create the Automation Flow:

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

• To create, click “+ New”.

1. Configure and Create:

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

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

• Configure a Segment: Choose one of your preference.

• Category: Choose one of your preference. This is optional

• Allow leads to restart the flow?: It depends on your strategy. If set to “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 to send the data.

• Trigger: “Did the lead schedule 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 definitively, 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 correctly receiving the data.

Postman: The World's Leading API Platform | Sign Up for Freegetpostman

• Additional Settings:

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

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

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

ngrok - All your traffic. One gateway. | API Gateway, Secure Tunnels, Traffic Managementngrok.com

1. Activating the Webhook:

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

1. Save the Automation Flow:

After making the necessary creations and changes. Save your Flow and publish.

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

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