Adding webhooks to automations and their use cases

One of the countless ways that you can customize automations for your audience is to add a webhook step to notify another app of an event in beehiiv. This feature is useful for sending subscriber data to other platforms based on various automation trigger events.

First, we’ll cover how to add a webhook step to an automation, followed by some helpful use cases.

How to add a webhook step to an automation

1. From the left panel Dashboard, go to Audience > Automations and then either create a new automation or open an existing automation that you would like to update.
   
   
2. Access the Actions menu on the right side and drag and drop the Send Webhook step under the Data options into your automation.
   
   
   
   
   
   Or click the + within the automation to add the Send Webhook step.
   
   
3. A Send Webhook form to configure the webhook will appear on the right. Click on the steps in the interactive image below to see all that you can add to the form. 

Send Webhook form contents

• Description (optional): Provide a brief description of the webhook for internal use only.
  
  
• Destination URL (required): This is where the webhook will be sent and can be found on the third-party platform you are trying to send this data to.
  
  
• Request method (required): Choose the data action from: GET, POST, PUT, PATCH, or DELETE.
  
  
• Content type (required): Select the format for the webhook data: JSON, XML, or FORM.
  
  
• Headers (optional): Click to add headers for any custom instructions, metadata, and more.
  
  
• Webhook Payload: This is where you can preview the script that will be sent.
  
  
• Test Webhook: You can simulate a test send to ensure the data is being sent properly.
  
  
  

 

Just like in all other automation steps, you also have access to additional conditions in this step.

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Popular webhook automation use cases

Here are just some of the many powerful workflows you can create using a webhook automation step.

Send a webhook when a subscriber clicks a particular email link

1. First, create a segment to identify subscribers who click a particular link.
   
   
   
   
   
   Pro Tip: Use the Segment Condition: Email Data > Post <select Post title> was Clicked. Then click Configure step on the right to get additional customization to add the link.
   
   
2. Next, create an automation journey using the Segment Action trigger and selecting the Segment you created in step 1. This will enroll  subscribers into the automation after they enter the segment.
   
   
   
   
   
   
3. Finally, add a Send Webhook step to the automation and enter your third-party information to send a webhook to a third-party platform whenever a subscriber clicks the link.

 

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Send an alert to another platform when a subscriber has a custom field value updated to a certain value 

1. First, create a segment with a condition for a certain custom field value.
   
   
   
   
   
   
2. Next, create an automation journey using the Segment Action trigger and select the Segment you created in step 1 so subscribers enter the automation when they enter the segment.
   
   
   
   
   
   
3. Finally, add a Send Webhook step to the automation and enter your third-party information to send a webhook to the specified destination URL for a third-party platform when a subscriber has a custom field updated to the specified value.

 

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Send a webhook when a subscriber reaches a particular referral milestone 

1. Create an automation using the Referral Action trigger and configure it to enroll subscribers when they reach a particular milestone or volume of referrals.
   
   
2. Add a Send Webhook step to the automation and enter your third-party information to send a webhook to a third-party platform whenever subscribers hit that referral milestone.

 

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Send a webhook when a subscriber submits a poll response 

1. Create an automation using the Poll Response trigger and configure it to enroll subscribers after they submit a poll (optionally based on a particular response).
   
   
2. Add a Send Webhook step to the automation and enter your third-party information to notify a third-party platform whenever subscribers submit the poll response.

 

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Send Slack notifications to your team channel for any new subscriber who completes a welcome automation 

1. First, set up a workflow in Slack and select the “from a webhook” trigger option.

• Copy the Webhook Request URL provided by Slack.
• Optionally, configure variables as needed.

2. Next, set up a welcome automation in beehiiv.

• Add a Send Webhook step and enter your information at the end of the journey to ensure subscribers have completed the flow.
• Paste the Slack Webhook Request URL into the Send Webhook step to send the data to your Slack workflow.

 

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Add subscribers to a community channel like Slack, Discord, or any other platform once they complete a certain automation journey or step.

1. First, go to the specified platform and find the webhook request URL for adding subscribers.
2. Copy this URL and paste it into the Send Webhook step in your automation to send subscriber data to the platform.