A webhook is a way for different applications to talk to each other or send data from one application to another in real-time.
In the case of Referral Factory, you can create an outbound webhook to send the data of your new referred user (or referred lead) to any endpoint – this could be an endpoint your developer creates or an endpoint you create in Zapier, Airtable, Tray.io, or anywhere else that can receive an incoming webhook.
Once you have created your webhook endpoint that can receive the data you're trying to send out,
👉 Navigate to your campaigns tab in your dashboard
👉 Click on the Actions dropdown
👉 Choose Webhooks
👉 Click on the "Create An Outbound Webhook" button.
Steps to set up the outbound webhook 👇
👉 Choose An Event
Follow the step-by-step prompts – start by choosing the event that your Webhook should fire on.
👉 Endpoint & Method
- Next, you will need to enter the endpoint that you created earlier. This must be a URL starting with https.
- You will then choose the request type – in most cases you will choose “Send me POST Request”.
- GET- It requests the data from a specified resource.
- POST- It submits the processed data to a specified resource.
👉 User Fields
Next, you need to customize the request fields and choose what information you want to send through. Toggle on which request fields you would like to pass on. Remember you need to use the same naming convention as your endpoint in order to catch the data correctly. For example – if you have named the field email_address in Airtable, you need to make sure you name it email_address in your Webhook setup on Referral Factory.
👉 Hidden Fields
Next you can use hidden fields if needed.
Once you’ve completed the above steps, make sure you give your Webhook a name that you can easily identify and click ‘Save’.
Congrats. Your Webhook is now setup 🙌
Once you have created your Webhook or Webhooks, you can find them by navigating to your campaigns tab → clicking the blue 'Actions' button → and then clicking on Webhooks 👇
Here is an example of how the request body is formatted in the request when data is sent to your endpoint. Data is sent via query parameters to your Webhook URL.
Learn more about Webhooks and Referral Factory in this help guide.