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Webhooks

Webhooks in SureForms allow you to send form submission data to external services in real-time. This enables seamless integration with CRMs, automation tools, and other third-party applications.

Setting Up Webhooks in SureForms

Navigate to Webhook Settings

  • Go to your SureForms dashboard.
  • Select the form you want to connect.
  • Click on the Integrations tab and choose Webhooks.

2. Configure Webhook Details

  • Click the Go to Settings button.
  • Click Add Webhook or Create one.
  • Enter a Webhook Name.
  • Provide the Request URL (the endpoint where the data will be sent).
  • Select the Request Method from the dropdown options:
    • POST
    • GET
    • PUT
    • PATCH
    • DELETE
  • Set the Request Format to JSON.
  • (Optional) Add Headers if needed for authentication or additional parameters.
  • (Optional) Add Data Filters to modify the data payload before sending.
  • (Optional) Set Trigger Conditions to apply conditional logic for execution.

3. Save Your Webhook

  • Click Save to store your webhook settings in WordPress.

Your webhook is now successfully configured and will trigger based on the defined conditions.

Common Use Cases

  • CRM Integration: Send form data to HubSpot, Salesforce, or other CRMs.
  • Email Marketing: Automate lead capture in Mailchimp or ConvertKit.
  • Zapier/Make Automation: Connect with thousands of apps without coding.
  • Custom API Endpoints: Send data to your own server for custom processing.

Troubleshooting

  • Webhook Not Sending Data?
    • Ensure the URL is correct and accessible.
    • Check if your endpoint requires authentication.
    • Review logs to see if errors are returned.
  • Data Formatting Issues?
    • Verify JSON structure matches the API requirements.
    • Use tools like Postman to inspect webhook payloads.
  • Duplicate Entries?
    • Ensure your endpoint handles duplicate requests properly.

Advanced Features

  • Conditional Webhooks: Trigger webhooks only when specific conditions are met.

By leveraging SureForms webhooks, you can automate workflows, improve efficiency, and integrate seamlessly with external systems.

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