Webhooks capture and orchestrate flows within FreeAgent based on real-time events generated by 3rd party systems that have support for HTTP callback notifications - no more polling for changes on external systems that support callbacks.
Webhooks allow you to easily define new incoming HTTP webhooks to capture external integration-related events within FreeAgent as they happen.
Both GET/Post requests are supported.
User Permissions: Only Admins or App Admins can add new webhooks.
In this tutorial, we will cover the following topics:
- Navigate to Webhooks
- Create New Webhook
- View/Edit existing Workflows
Navigate to Webhooks
Go to Settings > Integrations > Webhooks.
Create New Webhook
Click the 'Add Webhook' button.
This will open the webhook creation page.
Give your Webhook a name
Add a description. We recommend that it be something easy to identify.
The URL field is greyed out, as it is a system field. This means that FreeAgent will automatically create an URL for your webhook.
Up next, there is the App field. If you go to the Webhook settings page through your App it will be specified here. If you are an admin, you can choose between your existing Apps.
There are two supported methods for Webhooks:
You can choose between two types:
- Real-time communication.
- Sender waits for an immediate response.
- Suitable for scenarios requiring immediate feedback.
- Delayed communication.
- Sender doesn't wait for a response.
- Suitable for scenarios where response delays are acceptable.
If you are using your Webhook in an Automation, then you will need to select it in the Automation field.
Webhook for Automations
You can use your webhook as a trigger for your automations.
It is important that you create the automation first and then your Webhook as there is a field in which you will have to specify the automation.
The alternative would be to create the Webhook first, then the automation and once it is done, you will need to update your Webhook to add the automation you just created.
Webhooks in Workflows
You can use Webhooks in Workflows to add support for 'Message Received' Events within them. This will allow you to pause/continue workflows through webhook-based triggers.
Use Nested References with Automations
You can nest information in your webhook for use with an automation. For example, you could create an automation that would use the nested information to create a new contact record within FreeAgent.
Here's an example of nested contact values contained in a webhook.
The webhook can then reference an automation that's set up to read the nested values and post them to a contact record in FreeAgent.
When creating your Automation choose the "Create Record" action.
In the settings for the action, you can reference the webhook nested values in the 'Value' field.
View/Edit Existing Workflows
Use the search box to find a specific webhook. This works best if you know the name of the webhook.
Set up custom filters so that you only see the webhooks that meet your specific parameters. You can then save your view for later use.
Many of the columns allow you to sort by simply clicking on them. For example, sort by the 'method' or 'type' by simply clicking on the column title.
4. Show Deactivated
Click this checkbox to see all webhooks that have been deactivated. You can reactivate them by clicking on the 'options' menu and selecting 'activate'.