Act-On Contacts Channel

  • Updated

Why Use This Channel

This webhook channel allows you to import contact data from another platform into Act-On. When the Webhook Source is triggered, a new contact will be added to Act-On Contacts.

How To Set Up an Incoming Webhook in Act-On for Act-On Contacts

Create a New Webhook

  1. Go to Settings > Connectors > Custom Integrations > Incoming Webhooks.
  2. Click + Create Webhook.
  3. Select Custom from Webhook source.
  4. Enable Verification.
  5. Enter a Verification method. Authentication is added and needs to be included with the outgoing webhook. This is to validate the authenticity of the incoming webhook.

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    • If you select Token, Act-On will create one for you. 
    • If you select Basic, enter a username and password. It can be anything as long as it is secure.
    • If you select Digital Signature, enter all the parameters found in the developer documentation for the Webhook Sender.
  1. Enable Content Mappings.
  2. Continue to mappings if the payload of the outgoing webhook is already known, otherwise, skip to Create.
    •  Example: a Calendly payload will look like this:

       

    • These instructions have more details on how to manage webhooks in Calendly.

  3. Map the variables from the outgoing webhook to the corresponding Act-On field
    • Consider mapping the calendar name or another variable to a custom Act-On field that can be used to easily segment webhook-sourced contacts.

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  1. Click Create to save your webhook.

Test Your Webhook

Incoming webhooks must be tested before being enabled to be operational and actively process messages from third parties. Testing verifies the payload structure and validates the required data is present; however, it does not take any action in Act-On based on the received data. No test data will be saved in Act-On contacts from the test.



Example of a successful test:



Example of a failed test



Testing can be skipped on Create but it is required to be complete and successful prior to enabling the webhook:

Edit Your Webhook

All webhooks can be edited; however, only certain fields are editable. Furthermore, retesting is required if critical fields that impact the webhook function are changed.

Field Visible Editable Retest Required
Webhook name Yes Y N
Description Yes Y N
Webhook source Yes N N/A
Authentication PW is not visible
Token is not visible
Y Y
PW can only be re-entered
Token can only be re-generated
Channel Yes N N/A
Data mappings Yes (only for Custom) Y Y

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