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.