Workflow action: Send data to a webhook

This workflow action allows you to configure a custom webhook to which information about the client and job is sent when the progress button is pressed.

Webhook triggers are a great way to power event driven integrations where the event happens in the Glide system (in this case a progress button is pressed) - you can read more about webhook triggers here.

Information sent includes:-

  • The client name.
  • The unique Glide ID for the client.
  • The unique Glide ID for the job.
  • For the user that pressed the progress button that triggered the webhook.
    • The name of the user.
    • The initials of the user.
    • The unique Glide ID for the user.
  • The job date.
  • The job state (Not started, In progress or Completed).
  • The current stage of the job (after the step that triggered the webhook has run).
  • For each active job position and the job holder (all after the step has been run):
    • The name of the position.
    • The unique ID of the user currently occupying the position.
    • The name of the user.
    • The initials of the user.
    • The mobile number of the user.
  • For any contacts linked to the client:
    • The unique ID for the contact.
    • The name of the contact.
    • The e-mail address of the contact.
    • Any tags applied to the link between the client and contact.
  • The workflow system name.
  • The unique ID of the workflow system.
  • The workflow sub-system name.
  • The route name.
  • The unique ID of the workflow action that triggered the webhook.
  • The timestamp when the trigger was generated.
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