Introducing our Webhook feature for Message Orchestrator
We have added two new features to the Message Orchestrator:
- The orchestrator which can be triggered by an inbound Webbook (aka custom event received)
- The orchestrator that can send out a webhook (aka.outbound webhook)
What is a webhook and what does it mean in the context of Message Orchestrator?
A webhook is an automated message sent from apps when something happens. For example, when a potential buyer submits a form, the customer can automatically send us the form data (e.g. name, address, phone number, etc) as a Webhook and this Webhook can trigger the Message Orchestrator to do something (e.g. send an email). This represents a case of an inbound Webhook that triggers the Orchestrator.
On the other hand, we can send an outbound Webhook using the Message Orchestrator as well. For example, if we have received the potential buyer’s name, email address, and interest in finance via a form, the Message Orchestrator can automatically send all this data to your CRM system as a Webhook.
Our Inbound and Outbound webhook features are designed in a generic way, which means that you can send us any data and receive any data that you want, which means there is great potential for applying various use cases.
Example use cases
In the following, we have some example use cases
1) Inbound Webhook:
When the customer books a test drive (and enters their information), we send the agent an email including the customer's name, phone number, and interest in financing (See image 1)
Image 1. Inbound webhook
2) Outbound Webhook:
When the call ends, we send the data about the buyer’s name, buyer’s number, and financing request to your CRM system (aka Endpoint).
Image 2. Outbound webhook
3) Inbound and outbound Webhook:
When the potential buyer shows up for a test drive, we receive the data as an inbound webhook, and then we send the data about buyers showing up to your CRM system.
How can you set up Webhook workflows for the Message Orchestrator?
Setting up Message Orchestrator workflows either for inbound Webhook as a trigger or for outbound Webhook as a delivery method is similar to setting up other workflows. In both cases, you will have the scope to see both the Message Orchestrator and create workflows.
Specifically for the inbound webhook, you also need to receive a key from us to access our API.
Setting up the Webhook is quite technical (similar to working with APIs), so your technical team should have a technical onboarding with us. You can discuss with us what custom data points you want to send us so that we can create your organizational custom criteria.