How to get started with webhooks

Updated on:
November 11, 2022

If you need to use a source we haven't integrated with yet, you can use webhooks to source data from almost any application on the internet. If an app can send data to a web hook, you can integrate it with Portant. For instance you can add the Portant Webhook to Tally or Typeform, so that any time a form in these applications receives a submission, a Portant workflow will be triggered.

In this article you’ll learn how to:

  1. Select a Webhooks as a workflow source
  2. Generate your webhook address
  3. Add your webhook address to your other application
  4. Create a test submission
  5. Format your document
  6. Finish your workflow

Select a Webhooks as a workflow source

The first step is to select a web hook as the source for your workflow. So click 'New Workflow', enter your workflow name icon and colour, then select 'Use a webhook' as the source.

Select 'use a webhook'

Generate your webhook address

After you have selected a webhook as the source, Portant will automatically generate a unique webhook address:

Copy this address to your clipboard and then open your application's web hook section and paste the link in the webhook field.

Add your webhook address to your other application (e.g. Tally, Typeform etc)

After you have copied your webhook address, open your other application, navigate to the webhook section and paste it in the relevant section.

To learn how to add a webhook to Tally visit this page: https://tally.so/help/webhooks

To learn how to add a webhook to Typeform visit this page: https://www.typeform.com/help/a/webhooks-360029573471/

Create a test submission

It is important to send a test submission to Portant after you have set up your webhook, because this is how Portant set's up it's source table. The source table is how you add {{tags}} into your documents/presentations/emails in order to customise them.

You can either use your application's 'Test submission' functionality. Or you can manually process the data to simulate future submissions.

After you have created a test submission Portant's webhook block will look like this (with submissions on the left and the fields on the right)

Webhook block after it has received data

Format your document

You can now add a document/presentation/email block to your workflow and use the fields captured in the webhook to customise the document.

Customise a document with a webhook

Finish your workflow

After you've setup the rest of your workflow we recommend sending one more test to ensure if it is all formatted correctly.

Then when the workflow is live you will be able to see webhook submissions in the webhook block and expand the submission to see the data:

Webhook event data

The created output documents will be displayed in your output tab and saved in a Google Drive folder:

Webhook workflow output tab

That's all there is to it, you've just set up a document workflow using a webhook as a data source.

Feedback and feature suggestions

We are really keen to improve Portant, so any feedback or suggestions you have for us would be greatly appreciated. Please feel free to send us an email at contact@portant.co or use our contact form here: https://www.portant.co/support

Thanks,

Blake and James

More than mail merge

You can do a lot more than just mail merge with Portant. Portant is a fully-fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.

Get started