How To Use Webhooks in Triggers To Integrate With Other Applications

Using a webhook with Zapier, you can export data out of the system to use with other platforms/systems. This can be helpful if you use multiple systems and want to export information into a spreadsheet for a variety of purposes for your business. Follow these steps to set up a Webhook.

Step 1: Create or Log In to your Zapier account.

• Ensure you have a Zapier account created. Visit zapier.com to log in or create an account.

Step 2: Create a Workflow to execute a webhook

There are several options to do this. You can create a Workflow to fire off based on a form or survey being submitted, an appointment being booked, a trigger link being clicked, a two-step order form being completed, and more. In our example, we’ll use an appointment booking to export information into Google Sheets.

• Create a trigger for your webhook by adding it to the workflow.
• Here, we’re creating a trigger based on a specific calendar so that when appointments are booked in that calendar, the webhook will export information to Google Sheets.

• We’ll need to retrieve the Webhook URL from Zapier to paste into a webhook action added after the trigger. Keep this window open for now so you can come back and paste the Webhook URL.

Step 3: Set up the Webook in Zapier.

• In Zapier, set up your webhook accordingly so that the webhook app does the ‘catch hook’ action.
• The Custom Webhook URL will be created.
• Copy this URL and paste it into the trigger in the previous step.

• Save and activate the trigger.

Step 4: Test the Webhook

• In your system, navigate to the calendar you created the appointment booking trigger for.
• Book an appointment in the calendar as a test.
• Back in Zapier, click “Find Data” to retrieve the test appointment data you just submitted.

• Now in Zapier,  you can “Create Spreadsheet Row in Google Sheets”.

• Map the fields appropriately. Here you’re essentially telling Zapier to pull the first name to the First Name column, last name to the Last Name column, etc. from the webhook.
• Click Continue > Test & Continue > Done Editing.
•  Your Zap is now ready!

• Navigate to Google Sheets to confirm it is working correctly, and you’re all set.