Set up a webhook action
To send a webhook request and automate custom workflows for your company contracts, you must have user permissions to “Manage all contracts” or “Manage templates” to use templates from a shared template space.
Configure the automation trigger
Click on the Automations tab from the main navigation menu on the left side of the screen.
Click the blue Create new button in the top right corner.
Select your desired trigger event from the drop-down menu (e.g., Contract is signed, Draft is created, or Form is completed).
Click the blue Save button to confirm your trigger configuration.
Configure the webhook action
Click the Add action button located directly below your saved trigger.
Search for and select the Send a webhook request option from the list of available actions.
Paste the destination endpoint from your external service into the URL to call field.
Type the required field paths under the Data payload section.
Select the corresponding dynamic values from the field value menu to send specific contract data along with your HTTP POST request.
Configure optional headers
Locate the Additional HTTP headers section at the bottom of the action setup. The default value for the Content-Type header is application/json.
Type any custom headers you need, such as authorization tokens or an explicit Content-Type like application/x-www-form-urlencoded.
Click the blue Save button to confirm your action settings.
Publish and monitor your workflow
Type a descriptive title in the Automation name field in the upper left corner.
Click the blue Publish button in the top right corner to activate your workflow.
Click the Notifications bell icon in the top navigation bar to check the activity feed of your successfully run automation. You can expand the log to view the returned data payload and ensure all dynamic values were pushed to your external application correctly.
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