Use Send to Webhook nodes

Send to Webhook nodes allow automations to:

• send collected customer data

• trigger external workflows

• connect third-party systems

• automate backend actions

These nodes are useful for:

• CRM integrations

• lead routing

• support workflows

• custom backend automations

Open the flow builder

To use a Send to Webhook node:

1. Open your AI Agent workspace

2. Go to Automations

3. Open the Flows tab

4. Create or edit a flow

Inside the flow builder, you can connect workflows to external systems.

Add a Send to Webhook node

To send workflow data externally:

1. Click + Add Node

2. Select Send to Webhook

3. Connect the node to your workflow

This creates a webhook step inside the automation flow.

Configure the webhook URL

Inside the node settings:

1. Enter the webhook URL

2. Save the configuration

The webhook URL defines where the workflow data should be sent.

Use workflow variables

Webhook nodes can use values collected during the flow.

Examples may include:

• customer name

• email address

• phone number

• custom form inputs

These values can be passed into the webhook request.

Combine webhook nodes with other automation steps

Send to Webhook nodes work well together with:

• Collect Input

• AI Actions

• Branch

• Human Handover

This helps create more advanced workflow automations.

Test the webhook workflow

Before enabling the automation publicly:

1. Run a test flow

2. Submit sample customer data

3. Verify the webhook request is sent

4. Confirm the external system receives the data

Testing helps identify configuration or integration issues early.

Keep webhook workflows reliable

For better workflow stability:

• validate important fields first

• test every workflow path

• avoid unnecessary complexity

• monitor external systems regularly

Reliable integrations usually create smoother automation experiences.

Next steps

• Test a flow

• Use flow variables

• Create a Guided Flow