How to use Inbound Webhook Trigger

The Inbound Webhook Trigger listens for incoming POST requests sent to a unique Aesthetix CRM Webhook URL, allowing workflows to react instantly to external events like form submissions, payment notifications, or other data updates.

Configuration Steps

1. Access Marketing > Workflow

   • Open or create a new workflow in Aesthetix CRM.

     

   • Select "Inbound Webhook" as the Workflow Trigger.

     

2. Generate Webhook URL

   • Aesthetix CRM will provide a unique Webhook URL for your workflow. Copy this URL to use in external applications.

     

3. Set Up External Application

   • In your external app (e.g., Zapier, Integromat), configure a trigger to send data to the Aesthetix CRM Webhook URL.

   • Set the action to send a POST request to this URL, including the required data in JSON format.

4. Test the Integration

   • Send a test request from the external app to verify that everything is set up correctly.

5. Map Incoming Data

   • In Aesthetix CRM, map the incoming data to relevant fields or variables within your workflow.

     

6. Save the Trigger

   • Once configured, click "Save Trigger" to complete the setup.

     

Example Integration: Payment Processor

Scenario: Automating Actions for Payment Confirmation

1. Webhook URL: Create a workflow in Aesthetix CRM, generating a unique Webhook URL.

2. External Application Setup: In a payment app like Stripe, set up a webhook that triggers on successful payments and sends a POST request to the Aesthetix CRM Webhook URL with payment data in JSON format.

3. Data Example: The JSON payload might look like this

   
   {
     "customer_id": "CUST_001",
     "amount": 100,
     "currency": "USD",
     "status": "successful"
   }
   

4. Workflow Actions: Upon receiving the data, the Aesthetix CRM workflow can:

   • Update the lead’s status to "Paid."

   • Send a confirmation email to the customer.

   • Trigger follow-up actions based on payment status.

This integration enables real-time updates and automation, enhancing the efficiency of Aesthetix CRM workflows.