Webhooks allow you to trigger 'payloads' of information from 3rd party services to Platformly and record those inside your account. This short video shows you how to set it up, using Paddle as an example (you can use any other service that supports sending webhooks)



Transcription:

00:01 Hi, in this video I'm going to talk about Platform.ly Webhooks. So under automations, you have a section called Webhooks, which can be used to connect any service outside Platform.ly with platform. So basically when you go and create you're new Webhook, you'll be able to choose between incoming Webhook and outgoing Webhook. Currently outgoing in still in building process, and it will be released soon, and you can choose the incoming.

00:30 Okay, so let's start and connect. For this example I'm going to use a Pedal Test account. We have a Webhook alert testing. So when a specific subscription's created, we will be, we will send a Webhook to platform to edit that contact. Okay so let's add the name quickly. So Pedal Test. In step two you'll need to choose the actually API key. If you don't have any, you can create and then refresh. So basically using the API, you can even further protect your Webhook URLs and add restrictions over the API that they are use. You can just navigate here to API Docs and Kits, and update the APU kit you're using in the Webhook.

00:36 Okay, so now we need to take the URL and paste it within the service we're going to integrate, so in this case it's Pedal. And then we have test web hook. So in order to receive the actual call, we will need to start listening. We need to click this button, and now Platform.ly is [inaudible 00:01:36] for the request, the initial request. We need to make sure when we are sending a testing alert, that Platform.ly doesn't accept emails that are not invalid.

01:47 So if we send this, this is not going to enter in Platform.ly, because it's a domain, it's an invalid email address. So in this case I'm going to use a real email. And I'm going to call the Webhook.

02:03 So you can see we received the call, and now we can connect the field. So first we have few actions that you can use. So add contact, update contact, segment, actions, tag actions, add a note. So as we said in this case, subscription is created, let's say the contact in specific project, the fields. You will be able to search here the fields and connect, match them. And most of them are optional and only the ones that are mandatory I marked with a star. So then also we have an option to segment and tag. So in this case, I'm gonna use this segment, and I'm going to use this tag for example. And also created a custom field for storing the checkout ID from Pedal. So you can store any kind of information from this call, in these fields and also in custom fields you create. So you can even go further, create custom fields for cancel URL or update URL, etc. or even the actual currency if you want. That's basically how from personal use people want to do it.

03:12 So here we gonna use the checkout ID, and save. So now we have successfully connected, and we can view the Webhook stats. Because we haven't still received a real call, the first one was initial, I'm going to be recording here. And if we go back, we will be able to see that its a name, action, Webhook URL and it wasn't triggered. Okay so let's, we only have this here. So we're going to do now another call.

03:46 Okay, so after a successful call from the Webhook from Pedal, we will be able to see last use. And if you come here and go view stats, basically you will be able to see overtime graph data. So in this case we triggered three of them. So you see the timing of the trigger. And it was success, the action was processed and actually here is the pay log we received from Pedal, the information. And if we go in contacts, we will be able to see the contact added, because we didn't assign the first name that wasn't in the pay log. And if we click here, we will see that it was added to the specific project, and the segment, and the day.

04:32 so that is how you connect a Webhook outside service using a Webhook with Platform.ly.
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