Overview
A webhook is a method for apps to send real-time data to other services. It allows one application to provide other applications with information as events happen, instead of requiring the receiving application to frequently check for data updates. The Send Webhook step allows you to automatically send contact and project information from ProLine to a third-party platform as part of a workflow.
Before configuring this step, make sure you have a webhook URL ready. This URL is generated by the external platform you want to send information to.
How to Access the Workflow Builder
Click the hamburger menu (☰) in the top-left corner of your ProLine account.
Click Workflows.
Click the Workflows tab.
From here you can either click the pencil icon on an existing workflow to open it, or click Create Workflow to create a new one. Both will open the Workflow Builder.
Adding a Send Webhook Step
In the Workflow Builder, hover over any of the downward arrows between steps and click Add Step when it appears. If you are setting up a new workflow, click the Add Your First Step button in the center of the builder.
An Add Step panel will open with a search bar and a list of step types organized by category: Communication, Tasks & Projects, Workflow Control, and Integrations. Select Send Webhook under the Integrations section.
This will open the Edit Step panel on the right side of the screen.
Configuring the Step
Step Status
Use the toggle at the top to set the step as Active or Inactive. Inactive steps are skipped automatically when the workflow runs but remain in the workflow for future use.
When Does This Run?
Controls when the step executes after the workflow reaches it. The available options are: Starts Immediately, Starts at Optimal Time, Starts at Specific Time, Starts X Hours Before, and Restrict To. For a full explanation of each option, see Workflows: Workflow Steps Overview.
Conditional Logic
Check Only run this step if certain conditions are met to make this step run only when specific criteria are matched. If the conditions are not met, ProLine skips the step and moves to the next one automatically. For more details on how conditional logic works, see Workflows: Workflow Steps Overview.
Webhook Configuration
When this step occurs, a webhook is sent to the URL specified below. The webhook contains all contact information along with the text content below.
Select Contact Choose which contact this webhook is associated with. The available options are:
Project's Main Contact
Project Contact 1
Project Contact 2
Webhook URL (Required) Enter the URL to which the webhook will be sent.
Webhook Content (Optional) Enter any additional text content to be sent with the webhook. You can use variables to dynamically fill in information specific to each contact or project:
Click Show Variables to browse available variables.
Select a variable to copy it, then paste it into your webhook content.
You can also type
{directly in the field to open a dropdown of available variables.
Saving and Testing
Once you have configured your webhook, click Save. After saving, a Send Test button will appear. Clicking it will open a prompt asking you to choose a contact — the step will then run for that contact, sending a live webhook to the configured URL.
Note: The Send Test option only appears after the step has been saved with a URL entered in the Webhook URL field. Make sure to use a test contact and not an actual customer.
Need Help?
If your webhook isn't working as expected, verify the URL and settings with your external platform provider, as the issue may be on their end.
If you encounter difficulties or have further questions, contact our support team at [email protected] or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.