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Setting up Webhooks

Webhooks let Smarter Launch automatically send proposal data to a third-party platform β€” like your marketing/leads CRM, notification tool, or AI workflow software β€” whenever a key event occurs. This guide walks you through creating a webhook automation from scratch.


🀨 What is a Webhook?

A webhook is a way for two different applications to communicate with each other in real-time by automatically sending data from one system to another whenever a specific event occurs. Think of it like a phone call one application makes to another β€” "Hey, something just happened, you might want to know about it" β€” after which, the receiving application can update a database, send a notification, or trigger another automated process.

Webhooks are a powerful tool for integrating the different platforms you use in your business. For example, Smarter Launch can connect with platforms like GoHighLevel using webhooks, allowing for automated data exchange and task management. By setting up these integrations, you can save time, reduce manual data entry, and keep information consistent across all your applications β€” though it's worth noting that certain limitations may apply, such as directional data flow constraints depending on the platform.


βš™οΈ How to Setup a Webhook Automation

  1. Open Automations

    1. Settings > Custom Settings > Automations

    2. Click Add Automation

  2. Name your automation

  3. Set your Trigger

    1. Choose the proposal event that should fire the webhook.

    2. Common options include Sent, Viewed, Accepted, and Declined. Click Add to confirm your trigger.

  4. Set any necessary Filters

  5. Select Send a webhook as the Action

  6. Paste in your webhook URL into the webhook URL field

    1. Copy the webhook URL from your external platform and paste it into the URL field. Each platform generates its own unique URL β€” check your tool's settings or integrations section to find it.

  7. Save the automation

  8. Enable the automation when ready to use

    1. Smarter Launch will now automatically send a payload to your webhook URL each time the selected trigger fires.


πŸ§‘β€πŸ”¬ Test Before Going Live

If you've already sent proposals, you can manually send a test payload using the Test Webhook Button. Use this to confirm the data is arriving correctly in your external tool before relying on it in production.


✨ Available Webhook Triggers

Each trigger can have its own webhook automation pointing to a different URL. This lets you route events into separate workflows in your external platform.

Commonly Used Webhook Triggers

πŸš€ Sent

Fires when a proposal is sent to a contact

βœ… Accepted

Fires when a contact accepts the proposal

🚫 Declined

Fires when a contact declines the proposal

πŸ‘€ Viewed

Fires when a contact opens the proposal

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