![]() ![]() From tracking new leads to marketing automation, ONTRAPORT has you covered. With a Business Automation tool like ONTRAPORT, you can setup workflows and automations that can save your entire team countless hours. Here’s what our letter template looks like: ![]() These merge fields are just like any other text in the document and you can name them anything you’d like (but no spaces or special characters). Then for the spots that we want to insert our contact’s information, we’re going to use merge fields that looks like, etc. Inside Word, we’re going to add the repeating details of our letter like our logo, address, and the basic content. To get started, we’re going to setup the template for our letter using a Word document. This letter will be personalized to the contact and will automatically be printed and mailed (in a real envelope) using Lob. In this example, we’re going to show you how to automatically mail a welcome letter to a contact in ONTRAPORT. From contracts and letters, to proposals and invoices, Formstack Documents can save countless hours of paperwork and allow your team to focus on what they do best. Add Formstack Documents to your automation processes and you can instantly populate all kinds of documents with data that you have saved in ONTRAPORT. Object is created (Contact or Custom Object record)įurther webhook documentation can be found in the API doc, and you can use the API Live Doc Webhooks section to check if there are existing webhook subscriptions for your account and to create subscriptions to webhook testing services such as a Business Automation tool like ONTRAPORT, you can setup workflows and automations that can save your entire team countless hours.The available webhook subscriptions available are: The subscription request must include a valid URL which will receive and process the data payload in the webhook. The application will need to subscribe to the API endpoint with a valid API Key and Application ID generated by the associated Ontraport account. This reduces traffic on both the developer’s server and Ontraport’s API servers by eliminating frequent requests checking for new information. someone fills out a form associated with the subscription), Ontraport will send that information to the subscribed URL. Ontraport provides endpoints for applications to subscribe to a webhook via the API so that, when the subscribed event occurs (e.g. Choose the number of requests you would like to send per minute and the number of retries.Webhooks will automatically send the appropriate content type header along with the request however, if a user adds a different content type header to the headers dialog, then it will override the automatic detection. If the payload is none of those, then the data will be sent as plain text. You can send your data in a variety of different content types: form-encoded, JSON, and XML.If you would like to combine the merge fields, you can add in the merge fields with a space between them (e.g.If you would like to add multiple Ontraport merge fields to your data, add an ampersand (&) at the end of a merge field before the next label (e.g.Select the HTTP request method for your webhook (GET, PATCH, PUT, POST, or DELETE).Enter the destination URL to designate where to send your data.Choose the Send to a Webhook action (note, this was formerly called “Ping URL”).Add a rule to the Always-On Rules section (for an Order Form this can be in the rules section for Successful Payment or Failed Payment).→ Administration → Legacy Features → Rules for Form Submissions. Toggle on rules on form submissions (Pro level accounts and above) by going to. ![]() If you know that you want a webhook to pass information every time that a form is submitted, and you don’t need a full automation map, another option you have is to create a rule on the form submissions. ![]()
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