This is a paid bot, and its usage will be counted toward your plan's credit limit. For more information about credit usage, refer to this article.
General
Make API calls to external services during workflow execution.
Use case: You need to create tickets in HubSpot based on the data from the completed Purchase Orders.
How to set up
To add the bot:
1. Add a new action by clicking the plus icon on the diagram or Add bot on a step - depending on when you need to make calls.
2. Search for the Send webhooks bot.
3. Click on the bot to install it.
Trigger
A trigger is an event that causes the bot to start working. If you place the bot after a step, it will run once the step finishes its job. If you place it in the step, you’ll have to choose when the bot runs.
Configuration
Choose a method and specify the endpoint URL.
The bot supports the following methods:
POST
GET
PUT
DELETE
PATCH
Headers
Add Content-Type and Authorization token.
Supported Content-Types:
application/json
application/x-www-form-urlencoded
multipart/form-data
text/plain
Request body
Enter the request body in the box. You can use dynamics values for properties: type @ and select one of the options.
Testing
In the Test section, you can simulate the bot's performance by clicking Test. If you have dynamic values in the request body, you’ll be asked to provide them in the respective fields. If not, the test will run automatically.
A success message confirms proper configuration. Any errors will be displayed as an error message.
Conditions
Set conditions to control when the bot activates, tailoring it to your specific needs for more efficient automation. For detailed guidance, refer to this article.
Advanced settings
This section allows you to choose how the process proceeds in case the bot fails:
Select Proceed to allow the workflow to move to the next signer and automation if the bot isn't crucial.
Select Stop if the bot is critical; this prevents the next signer from receiving documents if data wasn't pre-filled from the source of your choice.