How Webhooks Work

An introduction to Emetry webhooks

Overview

Webhooks push out real-time notifications to other services when certain events happen. This is different from an API, which requires a request to pull that information. Most services connected with an API have a 15-minute interval (or more) between requests. Webhooks will send that information immediately without needing a request. They're particularly useful for any situation where real-time notification is critical for your awareness or customer communications.

Events That Push Notifications Include

Change in Customer Segment (e.g moving from Consistent Buyer to Top Performer)

Change in Wine Club Attrition Probability (e.g. .7 to .9)

Change in Predictive Spend Class (e.g. Rising to Stable)

Customer Reaches the Dødsing Point 

In addition to the trigger events there are many other fields available, click here to see the full list.

Two ways to use Webhooks

Webhooks allow you to trigger automated workflows in other platforms like Zapier based on events that occur in Emetry.  These workflows fall into two main categories. 

Event Trigger: This type of automation is used to trigger an action, like sending an email, handwritten note, or targeted advertising. It can be distilled down to: Trigger Fires > Action Taken.

Data Sync: This type of automation works behind the scenes to keep Emetry insights current in any platform so it's there to act on when you need it without any importing or exporting of spreadsheets.  Trigger Fires > Information sent. Most of the time this is to an email provider such as Mailchimp or Active Campaign for later segmentation. 

Create URL Webhooks

The platform receiving the Emetry Webhook will generate a unique URL that Emetry will push the notification to. When you have the Webhook URL continue with setup in Emetry.

Add the destination URL. When an event is triggered, information will be sent to this URL.

Click Test to send a sample payload and validate that your destination accepts the event payload.

Accessing Webhooks in Emetry

Emetry uses URL webhooks. Each connection will have a unique URL for sending information. 

At any time you can view and manage any active or inactive Webhooks in the "Webhook Admin" tab in the left navigation bar of the Emetry software

Create a New Webhook 

  1. Login in to Emetry and click on "Webhook Admin" in the left navigation barWebhookAdminPage
  2. Click "+" to create a new webhookWebhookAdmin-AddWebhook
  3. Name your Webhook - Be descriptive so you can tell what various webhooks are for later. We suggest mentioning where the webhook is going and the resulting action (e.g. "Mailchimp All Contact Sync" or "Handwrytten Note - Endangered Members ")
  4. Paste in the source URL (in Zapier this is provided after you select the "Webhooks by Zapier" app) 
  5. Toggle on the Events that should trigger this URL (Bright pink means that event will trigger the webhook, gray means those events will not trigger information to be sent to that webhook)WebhookAdmin-Toggle
  6. Click Save

Enable or Disable a Webhook

Webhooks are disabled by default and must be enabled to send data. Toggle the slider to begin sending data. A Webhook with a bright pink slider is actively sending data. A gray slider is not. Stop sending data at any time by toggling the slider back to deactivate the Webhook.

Edit Or Delete Webhook

Click on the pencil icon to edit the name of your webhook.

Click on the trash can icon on the far right to delete the webhook. Deleting a webhook will stop sending data and permanently remove the webhook.  To stop sending data without losing the webhook configuration, use the enabled slider to deactivate the webhook.