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Webhooks are automated messages sent from one application to another when a specific event happens.

They're like a phone call to another app saying, "Hey, this just happened on my end!" Instead of constantly asking (or polling) another system for updates, webhooks provide real-time data between systems instantly, making integrations smoother and more efficient.

Webhooks are a powerful tool to automate workflows by allowing one application to notify another about specific events. In Ideanote, you can use webhooks both as a trigger (when a specific event occurs in Ideanote) and an action (to send data to another application).

Webhooks as a Trigger

Webhooks in Ideanote provide a robust way to integrate with other applications.

  1. Add a new Automation for your Workspace or Idea Collection
  2. Select 'Webhook' as the trigger type.
  3. Copy Webhook URL: Ideanote will provide you with a unique webhook URL. Share this URL with the application you want to receive notifications from.
  4. Paste the Webhook URL in the right place in the platform where you want to send data from, for example

Webhooks as an Action

  1. Edit an Automation for your Workspace or Idea Collection
  2. After setting the trigger, choose 'Webhook' as the action type.
  3. Configure the Action:
  4. Endpoint URL: Provide the URL of the receiving application where you want to send data.
  5. HTTP Method: Typically, this will be POST, but you may need to consult with the receiving application's documentation.
  6. Headers: If needed, add any headers (like API keys for authentication).

Test Your Webhooks

Always test your webhook integrations to ensure data is being sent and received correctly:

  1. Trigger the Event: If you're using a webhook as a trigger, simulate the event in the sending application. If you're using it as an action, trigger the corresponding event in Ideanote.
  2. Verify Data Transfer: Check if the receiving application got the data, or if Ideanote received data, depending on your setup.

Troubleshooting Tips

  • Logs: Check the logs in Ideanote and the receiving application for any errors.
  • Payload Format: Ensure the data format sent matches what the receiving application expects.
  • Check URLs: Ensure webhook URLs are correctly copied and there are no typos.
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