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Automation & Webhooks

Webhook Action

The Webhook action POSTs visitor data to any external URL when an audience matches — the universal way to integrate Personyze with Zapier, Salesforce, Slack, or your own APIs. Map any profile field, container,…

2 min read Updated 2 months ago

The Webhook action POSTs a message to any URL when a visitor matches your campaign — with values drawn live from their profile, their session, or containers on the page. Use it to update a contact in Salesforce or Zapier, post a Slack alert when a target account arrives, or call any internal API.

Called from our servers, not the browser. There is no CORS to configure and the visitor never sees the credentials — but the endpoint must be reachable from the public internet.

Setting it up

  1. In the campaign’s Content step: Add action → Webhook.
  2. Quick setup (optional) — press Slack, Discord, Microsoft Teams, Zapier, Make or n8n and the method, format and message field are pre-set for that service. Your URL is never changed by these buttons.
  3. Endpoint — method and address. POST carries a body; fields go into the body unless you switch them to the URL.
  4. Authentication — classic HTTP auth if the endpoint uses it; most modern APIs take a token in a header instead — add Authorization: Bearer … under Headers.
  5. Fields — one key + one value per row. A value is a fixed string, or read from the visitor: profile field, session property, or a page container. Switch a row to URL to send it as a query parameter.
  6. Body format — application/x-www-form-urlencoded (default), JSON, etc., with optional compression.
Webhook action editor
Everything on one screen — with a live preview of the exact request at the bottom. Click to enlarge.

The request preview

The editor renders the request exactly as it will be sent — and offers Copy as cURL, the fastest way to test your endpoint and catch a wrong field name before anything is published. Visitor-read values appear as ‹…› placeholders; they resolve per visitor when the action fires.

Doing something with the answer

Most webhooks are fire-and-forget. If the endpoint returns something useful — a score, a segment, an ID — enable Store result to user profile and pick the profile field: the response value lands on the visitor’s profile, ready to target on later. Runs once per visitor per firing.

When and where

Fires when the campaign’s targeting matches; Restrict to narrows it to specific page groups. For posting form submissions specifically, prefer the form’s own Where the data goes destinations.

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