Trigger webhook using workflow

You can use workflow rules to automatically send data from BoldSales CRM to an external application using a webhook. This guide explains how to set up the workflow, choose the trigger module and conditions, and add the Trigger webhook action.

Create a workflow rule

To trigger webhook through a workflow:

1. Click Setup in the left sidebar menu.

2. In the Setup drawer, navigate to Process Management > Workflow Rules, or Automation > Workflow Rules. Alternatively, use the search bar in the drawer and type Workflow Rules.
   

3. Click button.
   Set trigger and conditions:

4. Select Contacts, Tasks, Events, Companies, or Pipelines in the trigger module dropdown.

5. Choose the trigger type (e.g., Record created, Record created/edited, Record edited, Date/time) and configure the occurrence settings. If needed, add conditions to specify when the workflow should run.
   For more information about setting triggers and adding conditions, visit Understanding triggers and conditions

6. Clicking or , displays the Define Actions tab.

Define actions:
After setting the trigger and conditions, configure what the workflow should execute.

7. Click the dropdown in the Instant Actions section and select Trigger webhook from the menu.
   Instant actions vs. Delayed actions behavior

When configuring actions in a workflow rule, Instant Actions and Delayed Actions are mutually exclusive for the same action type.

• If you add an action under Instant Actions, that same action will not be available to select under Delayed Actions.
• Similarly, actions configured under Delayed Actions cannot be added again as Instant Actions within the same workflow rule.

However, you can choose either option based on your requirement:

• Use Instant Actions to execute the action immediately when the workflow is triggered.
• Use Delayed Actions to schedule the action to run after a specified time instead of executing it instantly.

For more information on instant and delayed actions, visit Instant actions and delayed actions

8. Click Configure webhook.

Configure the webhook

You can select an existing webhook or create a new one.

Selecting an existing webhook

9. Click Select existing webhook.
10. Search and select a webhook from the list filtered by the trigger module.
11. Click the radio button next to the webhook name and click Select.
    
12. To change the selected webhook, click Change. To remove the webhook, click Remove.
    

Create a new webhook

13. Click Create webhook.
14. Fill in the following details in the Create Webhook dialog. For more details on creating a webhook, visit Introduction to webhooks
15. Click to activate the workflow.

For more information on creating a new webhook, see Introduction to webhooks