How To Use Webhooks with Airtable – Send User Data Out

The webhook functionality in Referral Factory allows you to send data from your invited users as well as the person who referred them directly to Airtable.

First, you will need to create your endpoint in Airtable.

To start, login to your Airtable account. Click on “Automations” in the upper right corner of your base. Then, click “Create an automation” to begin the setup process. You can then select the “When webhook received” trigger from the list of available options.

Once you’ve selected the trigger you’ll be taken to a new screen that displays your unique webhook URL and other information. This is the endpoint URL that you will need to enter into Referral Factory when you create your webhook so make sure you keep it on hand.

Now that you have your endpoint URL, navigate to your Referral Factory account. Choose the campaign you want to create a webhook for. Click on the drop-down arrow in the Action column and click Webhooks.

Click on the ‘Create Webhook’ button.

Copy and paste your Airtable endpoint URL

In the next step, you can enter an access key if you need it. If not, you can click the Next button to continue.

You will then choose the request type. Because you want to post the data to Airtable – make sure you chose “Send me POST Request”.

Lastly, you need to customize the request fields that you want to pass through to Airtable. Toggle on which request fields you would like to pass on. In this example, we are only going to be passing through the
– Name of the invited user or referred user.
– Their email address.
– Their unique referral code that they get when they filled out the form in Step 3.
– The name of the person who referred them.

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 the same in your webhook setup on Referral Factory.

Once you’ve completed the above steps, make sure you give your webhook a name that you can easily identify and click ‘Save’.

Head back to your Airtable account to complete the setup. Test your example webhook to make sure it is triggering.

After running a successful test you can now add an automation action to make use of the data you want to send to the webhook. The data you pass to the incoming webhook can now be used in any automation action. In this example we are just going to “Create a record” in your Airtable account. From there, you can send that record to any other integration that connects to Airtable.

Select a table that you want to create these records in.

You can then add the fields that you want to send through to the table when you create a new record. These will be based on the fields that you selected when creating your webhook in Referral Factory. So in this case, we are passing through:
– Name of the invited user or referred user.
– Their email address.
– The unique referral code that they get when they filled out the form in Step 3.
– The name of the person who referred them.

When you’ve added all your fields, you can run a test to confirm that your automation is working.

These steps will show you how to add a new field.

• Click "Choose Field".
• Select which field you want to send data to. 
• Hover over "Webhook (From Step 1: When Webhook received.)" Then click continue.
• Hover over "body" and click continue.
• Hover over the field you want to insert, then click Insert. 

Here is a quick little video showing you how to add a field in your Airtable setup --> Adding A field In Airtable

The data that you have selected to pass through will now pull into your Airtable every time a person invited completes the form on Step 3 of your Referral Factory campaign.