Webhooks (Pre-Built)
Jan 17, 2024
Looking for automation? Pipeline has a set of pre-built webhooks that can automate executed commonly used tasks. No need to built from scratch!
Auto-Assign Vendor Steps
Need to automatically assign vendor steps in a flow? We have a pre-built webhook that can do that for you! Just follow the solution guide.
Auto-Attach CSV
Need to automatically attach the CSV of the raw form values after the customer completes their questionnaire? We have a pre-built webhook that can do that for you! Just follow the solution guide to set it up.
Auto-Attach Step PDF
Need to automatically attach the step PDF after the customer completes their questionnaire? We have a pre-built webhook that can do that for you! Just follow the solution guide to set it up.
Move Files Between Steps
Need to move uploaded files from one step to another in the Ask? Follow the solution guide to use the pre-built webhook for that.
Setup
There are 2 ways to set up pre-built Pipeline Webhooks: via a Rule or as a Webhook Step
Create a Rule to execute the webhook based on a trigger. This is the most common method.
Note, rules are executed in parallel with steps in the flow, so the timing of executing is not guaranteed.
Create a Webhook step if you need to guarantee order of execution, because step will execute as part of your flow:
