How to send data out of the platform with Webhooks

You can send data to external platforms using webhooks—completely free of charge. Whether you’re integrating with CRMs, payment platforms, or custom tools, the Custom API step gives you full control over your data.

1. Add the “Custom API” Step #

• In the automation flow builder,drag the “Custom API” step onto the canvas.

2. Enter Your Webhook URL #

• In the first field, paste your API or webhook URL.
  
• If required, add any API keys, tokens, or authentication parameters to the URL.

3. Set the HTTP Method #

• Choose POST from the method options.
  
• For other request types (like PUT, GET, or DELETE), add a custom header:
  
  • Key: x-request-method
    
  • Value: PUT, GET, or DELETE
    

4. Choose a Payload Format #

You have two options for sending data:

• No Code Mode:
  
  • Use merge fields or custom values to dynamically populate the data by adding custom data and variables.
    
  • This is the easiest way to send data using the platform’s built-in variables.
    
• Custom Body (JSON):
  
  • Switch to Custom Body and select JSON.
    
  • Use the text editor to structure your payload or add your content however you like.

5. Use API Responses in the Flow #

• You can even save API responses and use them throughout the rest of the flow.