What is a webhook?
A webhook is a way for an application to receive real-time notifications from another application or service. It works by sending a request to a specified URL endpoint whenever a certain event or trigger occurs, allowing the receiving application to take action based on the data sent.
Webhooks give you more ability to customize integrations between Streak and other applications because you don’t need to rely on integrations that are built by a certain app. Instead, you can plug in any URL endpoint. This means you can use webhooks to connect a larger variety of software apps and programs, rather than only the applications supported in a tool like Zapier.
Webhooks run constantly, effectively “listening” for the trigger or event you specify. This means you can create very detailed and custom integrations based off of web apps.
How to use webhooks in Streak
You can configure webhooks in the Integrations & Automation panel, along with other native Streak integrations. Using webhooks is available on Streak's Pro+ or Enterprise plan.
To get started:
Go to the pipeline you’d like to automate
Click the three vertical dots in the upper-right corner of the pipeline
Select “Integrations & Automation”
You can create an inbound webhook to start an automation in Streak. This is also referred to as a trigger, which prompts your automation to begin. Using an inbound webhook in Streak allows you to integrate with any external system that also supports webhooks. When the inbound webhook is created in Streak, you paste that to an external system so when something happens in that system, the webhook can notify Streak.
To create an inbound webhook:
In the Integrations & Automation panel, choose the ‘Create native integration from scratch’ menu option.
Click “Add Trigger”
Choose the “Utilities” menu option and select “Inbound webhook”
Once this trigger is added, you can modify the HTTP method, otherwise it defaults to POST. The endpoint URL is generated automatically and read-only.
Paste this endpoint URL into whichever application will be sending the webhook to Streak.
The inbound webhook trigger supports the following HTTP methods:
You can create an outbound webhook as an action step of a Streak automation. Adding an outbound webhook to an automation in Streak means that when something happens in Streak, it can send data from an external application into Streak.
To create an outbound webhook:
First, add a trigger step that will start your automation. Then,
Click ‘Add step’ in the bottom-right corner of the Integration & Automation panel.
Choose the “Utilities” menu option and select Outbound webhook.
Enter the endpoint URL from the destination application. .
The payload is the data you’d like moved from Streak to the external software. Double click in this field to choose data from previous steps in the automation or enter a different value.
Here is a walkthrough video showing those steps:
The outbound webhook action supports the following HTTP methods: