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      Understanding Webhooks in Invelo Campaigns and Workflows

      Automatically send contact and property data from Invelo to other apps in real time using webhooks

      Webhooks are a powerful way to automate how Invelo communicates with your other tools. Whether you're using a CRM, a marketing platform, or a custom system, webhooks allow you to instantly send contact or property data from Invelo whenever a specific event occurs—like when a new lead is added to a campaign or a property status changes. This guide will walk you through what webhooks are, how they work in Invelo, and how to set them up effectively.

      What is a Webhook?

      A webhook is a user-defined HTTP callback that lets one system send real-time data to another when a specific event occurs. It’s like a digital doorbell—when something happens in one app (like a new lead being created), it “rings the bell” and instantly sends a message (usually some data) to another app to let it know.

      Instead of the receiving system constantly checking, "Has anything changed yet?", a webhook instantly notifies it the moment an event occurs.

      In Technical Terms:

      A webhook sends an HTTP POST request to a specified URL (known as the webhook endpoint) with a payload—typically in JSON format—containing relevant data. This allows the receiving system to:

      • Update a database

      • Send a notification

      • Start a workflow 

      How Webhooks Work in Invelo

      In Invelo, webhooks are available as an action you can use in both Campaigns and Workflows. This means when a specific trigger is met (like a new lead entering a campaign, or a contact moving to a new status), Invelo can automatically send that lead or property data to another app or system of your choice via a webhook.

      Here’s a simple breakdown:

      🔄 Trigger (Workflow or Campaign Step) ➡️ Webhook Action 🌐 External App
      New contact added to workflow Webhook fires Data sent to CRM, Slack, Zapier, etc.
      Property status updated Webhook fires External system notified instantly

      What Data Can Be Sent?

      Within Invelo 2.0, we provide clear visibility into what data can be passed via webhooks.

      This can include:

      • Contact name

      • Email

      • Phone number

      • Property address

      • Status

      • And more...

      Setting Up a Webhook in Invelo

      1. Go to your Campaign or Workflow.

      2. Set up your filter conditions. 

      3. Add a new Action.

      4. Select “Send Webhook” as the action type.

      5. Enter the destination URL (the endpoint where the data should be sent).

      6. Customize the payload (optional, if your external system needs a specific structure).

      7. Save and Activate.

      Once set up, Invelo will automatically send the designated data whenever that action is triggered—no polling, no delay.

      Common Use Cases

      • Send contact data to your CRM when a new lead is captured.

      • Notify your team via Slack or Microsoft Teams when a high-priority property enters a campaign.

      • Trigger an automation in Zapier to start a complex workflow when a lead hits a specific status.

       Important Notes

      • Webhook endpoints must accept HTTP POST requests.

      • The receiving system should be ready to process JSON payloads.

      • Invelo does not retry failed webhook calls—ensure the receiving endpoint is stable and responsive.

      Need Help?

      If you need help setting up a webhook or figuring out which fields are available, feel free to reach out via chat support or email us at support@inveloapp.com.