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Automation Studio: Webhooks

Last updated on · Automation · Integration · PMS

Automation Studio makes it simple to start automations by sending data via Webhooks. This guide walks you through setting up an API-connected entry point and launching your first automation.

Step 1: Create a New Entry Point

  1. Open Automation Studio from your dashboard.
  2. Click the "+" (New Entry Point) button.
  3. Give your entry point a descriptive name to easily identify it later.
  4. Select "API Connected" as the entry point type.

 

Step 2: Set Up Your Payload

Paste your example payload — this should represent the kind of data you plan to send to this entry point.

(This is a sample payload. Your implementation may vary)

{
  "phone": "+491234567890",
  "email": "",
  "firstName": "John",
  "lastName": "Doe",
  "preferredLanguage": "en",
  "customField": "value"
}

Click "Next".

 

Step 3: Select and Map Your Fields

  1. Choose all the fields you want to capture from your payload.
  2. In the final step, map each field correctly:
Field in Payload Map to
phone Phone Attribute (must be in E.164 format)
email Email Attribute
firstName / lastName / fullName / preferredLanguage Contact Attribute (First Name, Last Name, Full Name or Preferred Language)
Other fields (e.g., customField, arrivalDate) Automation Attribute (temporary use inside this automation only)

Important:
- Phone numbers must be in E.164 format. (e.g., +491234567890).
- Email must be mapped to the Email attribute.
- Name must be mapped to a Contact attribute.
- Preferred Language must be in two character format (e.g., en)
- The Automation Attribute is available within the automation for conditions, messages, and actions — but it is not stored permanently in the contact profile.

 

Step 4: Get Your Entry Point URL

After finishing the setup:

  • You'll see your unique Entry Point URL.
  • This is the URL where you will need to send your webhook POST requests.

Save it safely — you'll use it when connecting external systems or testing the webhook.

 

Step 5: Build Your Automation

  1. Click "Add New Automation" connected to this entry point.
  2. Choose from several actions — most notably, you can:
    • Send a WhatsApp template message.
    • Update attributes or use conditional logic based on the incoming data.

You now have a powerful, dynamic automation triggered by real-time data from your systems!

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