Webhook Integration Overview

The Webhook Integration allows you to connect your Streamline workflows to external applications, APIs, CRM systems, or internal services. By authenticating a webhook connection, you can securely send data to outside systems and trigger downstream actions through the Outbound Webhook step.

Use this integration when you want your workflow to communicate with another system in real time, automate API-based processes, or send structured data externally.

Example Use Cases

You can use a Webhook Integration to:

• Send workflow data to external APIs or CRM systems and receive responses, such as generating an ID or retrieving calculated values.
• Query external systems during workflow execution to make real-time decisions, such as checking inventory or validating an address.
• Update records in external systems and confirm the result, such as creating a support ticket or updating a customer record.

How to Add a Webhook Integration

Follow the steps below to create and authenticate a webhook connection.

1. Navigate to the Integrations Page

From the Streamline sidebar, open Integrations to view your existing connections and add new ones. Click New Connection in the top-right corner or middle.

2. Create a New Connection

After clicking New Connection, you will be prompted to:

• Search and select the Webhook integration option
• Provide a connection name that clearly identifies the system you’re connecting to
  • Example: CRM API Webhook, HR System Webhook, Notifications Service Webhook

3. Select an Authentication Method

Choose one of four authentication methods based on the requirements of the external service:

• Basic Authentication - Authenticate using a username and password.
• Bearer Token - Authenticate using a Bearer token provided by the external system.
• OAuth 2.0 - Authenticate using client credentials and a token exchange. Required fields include:
  • Client ID
  • Client Secret
  • Token URL
• Custom - Create custom header authentication by adding header keys and values. Use this for systems that require specialized or non-standard authentication formats.

4. Complete Authentication

After entering your credentials, save the connection.

Once authenticated, your webhook integration will appear in your list of available connections.

You will also see the Webhook option when configuring an Outbound Webhook step in your workflow.

Using the Webhook Integration in Workflows

Once your webhook integration is created, it can be selected in an Outbound Webhook step for authenticated requests. For endpoints that do not require authentication, you can use the Outbound Webhook step without creating an integration.

To learn more about configuring the Outbound Webhook step, see:

👉 Outbound Webhook Step – How It Works