Form Submission Webhook

  • Updated

This guide will walk you through the process of setting up webhooks to seamlessly integrate Form submissions from Act-On with third-party services. For more details on Act-On's Webhooks refer to this article.

Some use cases supported by this webhook are:

  • Combining all data submissions in one place outside of Act-On or your CRM for reporting or analysis. 
  • Passing registrations to the event management platform such as Cvent, Microsoft Teams Webinars, etc. without the need to manually export and import files.
  • If you have parent and child accounts, you may want to track opt-ins or opt-outs together from all the child accounts inside a parent account.

Create Your Webhook

  1. Go to Settings > Connectors and select Outgoing Webhooks.
  2. At the top right, click on + Add Endpoint and add the following parameters:
    • Endpoint URL - this is the URL of the third-party service to which the data is sent. This can be found in the developer documentation for the third party.
    • Description - while this is an optional field we recommend you track here the Form(s) that will post to this endpoint as well as describing the use case.
    • Trigger - in Filter events, select form.submitted:
      Screenshot 2023-10-16 at 5.10.29 PM.png 
    • Payload Format - Act-On supports only JSON format with pre-defined variables. All form attributes as well as form field attributes will be included. You have the option to use the Transformation feature to update the payload in the third party's expected format.
      Screenshot 2023-10-16 at 5.09.10 PM.png

  3. Save.
  4. Return to the created endpoint and navigate to Advanced options.
  5. Add Custom Headers for authentication if applicable. Note that Act-On sends a digital signature with each response.
    Screenshot 2023-10-16 at 5.16.14 PM.png

  6. Save again.

Subscribe Forms to Your Webhook

  1. Go to Content > Forms.
  2. If the Form exists, select Edit. Otherwise, create a new form using these instructions.
  3. In the Properties tab, click External Data Submission, and on the right, select the webhook(s) you want the Form submissions for this Form to post to.
    Screenshot 2023-10-16 at 5.21.58 PM.png

  4. Click your webhook endpoint to select it. There is no limit to the number of webhooks the Form can subscribe to. Tip: look at the URL name to identify the correct webhook.
    Screenshot 2023-10-16 at 5.24.19 PM.png

  5. You can remove the subscription by clicking on the x icon.
  6. Click OK and save the Form.

Test Your Webhook

There are two different ways to test the webhook; either submit the Form or use the webhook test feature.

Submit the Form

  1. Embed the Form in a Landing Page, if it is not already published. 
  2. Get the URL for the Landing Page.
  3. Populate the Form and Submit it:
    Screenshot 2023-10-16 at 5.40.34 PM.png
  4. Go to Settings > Connectors > Outgoing Webhooks and select your endpoint.
  5. Check the message displayed in the Attempted Messages reporting section for the webhook has a status of "Succeeded":
    Screenshot 2023-10-16 at 5.41.02 PM.png

  6. Click the message line to view details. This is the object the webhook posts to the URL: 
    Screenshot 2023-10-16 at 5.43.56 PM.png

Use the Webhook Test Feature

  1. Go to Settings > Connectors > Outgoing Webhooks and open your webhook.
  2. Click on the Testing tab.
  3. In the Send event drop down choose form.submitted
  4. Click Send Example:
    Screenshot 2023-10-16 at 5.46.40 PM.png

  5. In the Attempted Messages reporting section for the webhook, check there is a line in the message history with the timestamp of the test. The message should have a "Succeeded" status:
    Screenshot 2023-10-16 at 5.49.36 PM.png

  6. Click the message line to view details. This is the object the webhook posts to the URL:
    Screenshot 2023-10-16 at 5.49.42 PM.png

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