Webhooks with POST requests: Difference between revisions

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*When a customer fills out the feedback form with their name and phone number and then clicks the Submit button:
*When a customer fills out the feedback form with their '''name''' and '''phone number''' and then clicks the '''Submit button''':

Revision as of 14:41, 15 September 2022

In order to understand how webhooks work with POST requests, let's look at a simple example of creating a contact in Planfix for a person who has filled out a feedback form on your site.

Sample webhook with a POST request:

https://ваш_аккаунт.planfix.ru/webhook/POST/create_contact


Let's set up the webhook that will create contacts:

  • Specify POST request as the type:

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  • Webhook links contain a unique code, but we can replace it as needed with something more informative:

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  • In the webhook parameters, add field names from the feedback form:

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  • We specify the name of the person to whom the action will be attributed in Planfix after the webhook has been triggered:

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  • We select the type of operation and configure it. Ultimately, Planfix will create a new contact using the specified template, add a Name from the name parameter in the link and a Phone Number from the phone parameter in the link, and then notify the required employee about the new contact:

СКОРИНШОТ

  • Then add additional operations as needed, and in the last step specify what kind of response you would like to receive from the webhook: JSON, transition to Planfix, or transition to your website:

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  • Then add the webhook link to the code for the feedback form on your site:

<form method="post" action="https://own_account.planfix.ru/webhook/POST/create_contact">
  <input type="text" name="name" placeholder="First name">
  <input type="text" name="phone" placeholder="Phone">
  <input type="submit" name="submit" value="Submit">
</form>


  • When a customer fills out the feedback form with their name and phone number and then clicks the Submit button: