How to setup Webhooks

This article will show you how to setup webhooks

Webhooks enable you to streamline your processes by transmitting real-time data from Capptions to your other systems or applications in response to specific events. By configuring webhooks within Capptions Direct, you can enhance task automation, improve communication, and promote seamless integration with various tools, ultimately resulting in a more efficient and agile workflow.

Take note

• Only owners and admins can set up and manage webhooks 
• Webhooks can be set up via the web app 
• Multiple forms and or reports can be connected to a single webhook node

Setup Webhooks 

Step 1: Sign in to the Capptions Direct web portal

Sign in to your Capptions Direct account using the link

Step 2: Select an organization 

Click on the drop-down arrow in the top left-hand corner of the screen and select an organization. 

Create webhook settings 

For this example, we will create a webhook to send PDF data to a folder in Google Drive via Zappier.  

Step 3: Click settings 

Step 4: Click webhooks 

Step 5: Click Create Webhook 

5.1 Provide the webhook with a name, e.g. PDF reports  

5.2  Add webhook URL

You can navigate to your preferred application and copy the webhook URL. For zapier, this can be found in the " catch hook step". Copy the URL and paste it into the space provided 

5.3 Select scope e.g: API node

5.4 Click "Create" 

Step 6: Build a workflow or edit an existing one

For guidance on how to build a workflow, read the following article: How to build workflows

6.1 Click templates 

6.2 Click workflow

6.3 Click edit 

Step 7: Add API webhook node 

7.1 Right-click on your mouse to open the node menu 

7.2 Select the API webhook node 

Step 8: Connect the Webhook node to the form node and the end of the workflow node 

8.1 Connect the dark blue dots from the webhook node to the form to which you would like to extract data from 

8.2 Connect the second dark blue dot to the end of the workflow node 

Step 9: Set webhook data 

9.1 Click on set webhook data 

9.2 Enter data slug 

9.3 Select node 

The node serves as the designated point for collecting data.

Step 10: Assign your workflow to a team or upgrade the assigned workflow 

Step 11: Click Templates 

Step 12: Click workflow 

Step 13: Click the Kabeb menu 

On the far right-hand side of the workflow, you will see three vertical dots. Click to open the menu

Step 14: Click details 

Step 15: Click Upgrade 

Below the workflow version title, you will see the Upgrade button. Click upgrade

Step 16: Select the webhook configuration 

Step 17: Click assign workflow to team 

Step 18: Complete workflow

Start workflow and complete tasks. 

 

And that's how easy it is! 

We hope this article is helpful in creating webhooks. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com. 

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!