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== Step-by-Step Instructions == Follow these steps to add a webhook action to your automation: 1. After accessing the desired automation, locate the node (+) where you want the webhook to be executed. 2. Click on this node to bring up the action menu. 3. Within the '''Add an action''' modal, choose '''Workflow''' and then select '''Webhook''' from the list of actions. 4. Enter the URL to which the webhook data should be posted. 5. Click '''Save''' to finalize the addition of the webhook action in your automation. The webhook action sends a variety of contact information to the specified URL, including: * '''First Name''' * '''Last Name''' * '''Email Address''' * '''Custom Fields''' * '''Tags''' * '''Account''' * '''Phone Number''' * '''Contact ID''' * '''IP Address''' * '''Series ID''' (also known as Automation ID) === Adding Account, Deal, and Custom Object Data to Webhooks === To enhance the data sent through webhooks, you can append personalization tags to your webhook URL as query parameters. For example: ``` www.example.com/?dealfield1=%DEAL_FIELD%&accountfield1=%ACCOUNT_FIELD% ``` This way, if an account or deal exists for the contact in question, the webhook will populate with that information. When dealing with deals and custom objects, the object's triggering data will be used if it exists; otherwise, the most recently created record for the contact will be utilized.
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