The Send Webhook action allows you to push workflow data from Swyft AI into any external system that accepts HTTP requests. This makes it possible to integrate Swyft AI with tools that don’t have a native connector, extend functionality into your own internal apps, or trigger downstream automations in other platforms.
For example, you could use a webhook to:
Send meeting insights to a custom dashboard
Trigger a Zapier or Make (Integromat) workflow
Update an internal database with AI-generated data
Kick off a third-party notification or alerting system
Configuration Options
Webhook URL
Enter the endpoint where the webhook should be sent.
Must be a valid URL (e.g.,
https://api.example.com/webhook).The URL determines where the payload will be delivered.
Method
Currently defaults to POST.
Payload data is sent in the body of the request.
Custom Headers (Optional)
Add key-value pairs for any required headers.
Common examples:
Authorization: Bearer <token>for authenticated endpoints.Content-Type: application/jsonfor JSON payloads (automatically set if none is provided).
You can add multiple headers depending on your system’s requirements.
Request Attributes
Defines the body of the webhook request.
Attributes map workflow data into key-value pairs.
You can insert dynamic variables, including:
CRM fields
Trigger data (meeting, CRM record updates, etc.)
AI-generated insights from earlier actions
Example:
{ "deal_id": "{{crm.opportunity_id}}", "competitors": "{{insight.competitors}}", "owner": "{{crm.owner_email}}" }Add attributes using Add Request Attributes.
Preview & Test
Lets you view the payload before sending.
Useful for confirming data is mapped correctly.
Send a test request to your endpoint and validate the integration before enabling the workflow.
Best Practices
Authentication – If your endpoint requires authentication, configure headers properly (e.g., Bearer token).
Error Handling – Combine with workflow conditions to retry or fail gracefully if a webhook returns an error.
Data Minimization – Only send the attributes required by the receiving system to avoid clutter and security risks.
Testing – Always use Preview & Test with sample workflow data before putting into production.
Example Use Cases
Push meeting summaries into Slack via a custom bot – Send a structured JSON payload to your Slack app’s webhook URL.
Trigger an external enrichment process – Send contact or account data to an enrichment service that appends additional information.
Send alerts to an internal tool – Notify a custom monitoring system whenever a workflow detects a churn risk or competitor mention.
⚡ The Send Webhook action is the most flexible way to connect Swyft AI with the rest of your tech stack when no direct integration exists.