The Webhook action in SmartSuite empowers you to easily integrate with external systems by sending data through an outbound REST API request. This versatile action supports various HTTP methods such as GET, POST, PUT, and DELETE, allowing you to interact with a wide range of third-party services.

When configuring the Webhook action, you can specify details like the target URL, HTTP method, headers, and the request payload. This flexibility enables you to tailor the data transfer to meet the specific requirements of the external system you are connecting to.

This action is perfect for automating workflows that need to exchange data with external platforms, whether you’re sending information to a CRM, updating project management tools, or triggering custom notifications in communication apps like Slack or Teams. The Webhook action can streamline your processes, reducing manual tasks and ensuring your data flows effortlessly between SmartSuite and the rest of your tech stack.

In SmartSuite automations, an action is the "then" part of an automation sequence. It defines what task will be carried out when a certain event (trigger) happens and specified conditions are met.

Think of it as the "response" in a cause-and-effect relationship: When something happens (the trigger) and the conditions you've set are true, the action is performed. Actions can vary from simple tasks like updating a record or sending an email, to more complex tasks like triggering webhooks or syncing data between systems.

Actions are the building blocks of your automations, allowing you to automate routine tasks, improve operational efficiency, and create sophisticated workflows that span across different tools and services.

In the URL field, enter the external endpoint where you want to send the data. SmartSuite validates the URL format to ensure it's correct and prevents the use of internal SmartSuite addresses. This ensures that the webhook is directed to an external service.

Select the HTTP method appropriate for your request:

When you select methods like POST, additional fields for the request payload and headers will appear. This allows you to customize the request based on the selected method.

Specify custom headers for your webhook request by adding key-value pairs. The Content-Type header defaults to "application/json", but you can add other headers, such as authorization tokens or API keys, as needed.

You can click the blue "+" icon to map a field value (from the trigger or a prior action) into your header value. This is useful for including authentication information retrieved from a prior Webhook request.

Use the "+" icon to add new headers, or click the trash icon to remove them as necessary.

URL Parameters follow the same format, allowing you to specify key/value pairs that are appended to the request URL.

For POST, PUT, or PATCH requests, you'll need to define the request payload. You can:

SmartSuite allows you to capture the response data from the webhook action and use it in subsequent steps of your automation.

After testing the webhook, SmartSuite can automatically parse the response content (e.g., JSON objects, arrays, strings, or booleans). This allows you to map the parsed values to fields for future automation actions.

Alternatively, you can manually paste sample response data and configure the mappings yourself. This option is useful when testing isn’t feasible or when working with static sample responses.

The HTTP response code (e.g., 200, 404) is passed to the next automation step as a numeric value. This can be used to determine the success or failure of the request and trigger additional actions accordingly.

It is important to understand that Webhook requests have a 30-second timeout to prevent long-running actions from delaying workflows.

To ensure your webhook configuration works as expected, you can:

By configuring webhook automations in SmartSuite, you can create powerful integrations with external services and automate complex workflows. With dynamic field mapping, security features, and robust testing tools, webhook actions provide flexibility and reliability for your automation needs.