Webhooks is an event-driven integration feature that lets you instantly send data to any endpoint you specify when certain triggers in Liftoff are fired. Pairing this feature with no-code integration platforms like Zapier or IFTTT provides you nearly effortless ability to take real-time action against activities occurring within Liftoff.
The possibilities webhooks bring to the table are mostly limited to your imagination, but for sanity’s sake, we’ve provided a few succinct examples below:
Do you need real-time visibility into activities such as customer, product, order, or shipment updates? When these events occur, webhooks can automatically send notifications to Slack, either directly via a Slack app endpoint or through an integration platform like Zapier.
HubSpot / cloud CRM integrations
If you’re currently relying on data exports or even hand-entering data into your CRM platform, webhooks can easily automate your workflow and ensure that critical information such as new customer signups make their way seamlessly into your other systems.
Cloud-based financial system integrations
Are you looking for a way to easily insert new order information into your accounting system? Use Liftoff’s webhook feature to inform your cloud-based finance platform when orders are created, updated, or even canceled. Additionally, Liftoff can inform your external system when payment has been authorized, captured, or refunded.
To get you up and running quickly with webbooks, we’ve prepared a quick tutorial on connecting Liftoff events to a Slack channel using Zapier. For this example, we’ll look for the creation of new customers in Liftoff, and leverage Zapier to notify a specific Slack channel about this activity. A Zapier account and a Slack account will be required to complete this exercise.
1: Create a new "Zap" in Zapier
Choose Webhook as the trigger step.
2: Choose Catch Hook as the trigger event
Catch hooks allow Liftoff to post information to a remote URL.
3: Copy the provided webhook URL
This URL will be used to establish your webhook in Liftoff.
4: Click Continue
Click the Continue button. The additional information Zapier requests for this step is optional.
5: Create your webhook in Liftoff
To access webhooks, navigate to Integration > Webhooks within your Liftoff administrative menu. Click the Add Webhook button on the webhook landing page.
6: Create your Webhook Trigger
For this example, use the following settings on the trigger setup screen:
Click Save & Create. This will save your new webhook in Liftoff.
7. Create a new customer in Liftoff
The trigger we created will inform Zapier that a new customer has been created in Liftoff. Creating this trigger will push the first test transmission to Zapier to confirm our connection was successful.
8. Test your trigger
Once you’ve created a new customer in Liftoff, return to Zapier and click Test trigger. If successful, you should see something like the below. At the bottom of this page, click Continue:
9. Next, let’s set up our Slack action.
Let’s choose Send Channel Message as the Action Event.
10. Connect your Slack account to Zapier
If you haven’t already, you’ll need to connect your Slack account to Zapier. This tutorial does not address making that connection.
11. Customize your messaging
Assuming you have connected an active Slack account to Zapier, you can continue customizing your message. Zapier will let you select variables from the webhook message to forward to Slack as a formatted message. Click Continue once you are satisfied with your settings here:
12. Test your integration
For our last step, we'll click the Test & Continue button and confirm our results.
If your test succeeds, you should have a message similar to this appear in the channel or direct message you established in your Slack settings:
Again, what’s next mostly relies on your imagination and how you’d like to see your data interact with your other platforms and systems. Over time, the list of available trigger types will expand to eventually cover almost any event that takes place within Liftoff. Until then, please reach out to your account management team for assistance using this feature. We look forward to seeing what you create using this powerful new toolset.
Updated 11 months ago