Set up a webhook trigger for your automated workflows
To build automations that apply to all company contracts or utilize templates from shared template spaces, you must have user permissions to “Manage all contracts” enabled for your account, be the creator, or have shared “Manage templates” permissions in the specific source template space.
The "Webhook request is received" trigger allows you to start an automated workflow from a third-party application. The external service will make an HTTP POST request to a unique URL generated in Contractbook, allowing you to map the data from the request's payload into variables used in your subsequent automation actions.
Follow these steps to configure a new webhook trigger:
Configure the webhook trigger
The external service you want to use for the integration must be capable of making an HTTP POST request to Contractbook as soon as your specified event occurs.
Click 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 of the page.
Select Webhook request is received from the drop-down options.
Copy the unique URL that gets automatically generated in the configuration window. You must paste this URL into the specific external application you want to integrate with Contractbook.
Note: Keep your request URL as secure as possible. It should only be used internally within your company, as anyone with the link can trigger your automation.
Webhook workflows are strictly limited to one request per second.
Map fields in the data payload
Any data your external system sends to Contractbook via the webhook payload can be referred to in the following automation steps by constructing custom variables.
Click the Add variable button in the trigger configuration window.
Type a descriptive name in the Variable label field. This label will become a new data field created directly as a result of the automation.
Type the corresponding path in the Path in data payload field. You must specify these paths using standard object dot notation (for example, object1.object2 or array[0].field).
Copy the field path directly from the automation window and paste it into your external system to match the values.
Click the blue Save button to confirm your trigger configuration.
Regenerate a webhook URL
If you need to know how to regenerate a webhook URL because it got exposed outside your company users or needs to be changed for security reasons, you can easily replace it.
Click the Automations tab and open your published webhook automation flow.
Click the refresh icon located directly next to the URL field.
Select Generate new URL from the Generate new URL icon next to the URL field.
Click the blue Save button to apply the changes, and remember to replace the old URL in your external application.
Test and troubleshoot your webhook trigger
To test your webhook trigger, you can publish the automation before explicitly specifying any paths to fields.
Click the blue Publish button in the top right corner.
Trigger the event in your third-party application to send the HTTP POST request to Contractbook.
Click the Notifications bell icon in the top right corner of the main menu under your Contractbook account and open the executed automation.
Review the Activity feed to inspect the returned data payload. This helps you identify exactly which paths to map in your trigger configuration.
If your webhook’s automation fails and you cannot resolve the payload mapping issue, please contact our Support team for technical assistance.
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