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  1. Sources

Webhooks

How to use webhooks to connect Portant

PreviousGlideNextWebhook Data Grouping

Last updated 5 months ago

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If you need to use a source we haven't integrated with yet, you can use webhooks to source data from almost any application on the internet. If an app can send data to a Webhook, you can integrate it with Portant. For instance, you can add the Portant Webhook to Tally or Typeform, so that any time a form in these applications receives a submission, a Portant workflow will be triggered.

In this article, you’ll learn how to:

  1. Select a Webhooks as a workflow source

  2. Generate your webhook address

  3. Add your webhook address to your other application

  4. Webhook Data Format

  5. Create a test submission

  6. Format your document

  7. Finish your workflow

Select a Webhooks as a workflow source

The first step is to select a Webhook as the source for your workflow. So click 'New Workflow', enter your workflow name icon and colour, then select 'Use a webhook' as the source.

Generate your webhook address

After you have selected a webhook as the source, Portant will automatically generate a unique webhook address:

Copy this address to your clipboard and then open your application's webhook section and paste the link in the webhook field.

Add your webhook address to your other application (e.g. Tally, Typeform, etc)

After you have copied your webhook address, open your other application, navigate to the webhook section, and paste it into the relevant section.

Webhook Payload Structure

When sending data to Portant via webhooks, payloads should be structured in a key-value format.

Here’s an example payload of how we expect data to be structured for an article:

{
    "article_id": "12345",
    "title": "Understanding Webhooks: A Guide to Key-Value Payloads",
    "author": "Jane Doe",
    "published_date": "2024-10-29T10:30:00Z",
    "content": "This article provides an in-depth look at how to use key-value pair payloads in webhooks...",
    "category": "Tech Guides",
    "url": "https://example.com/articles/webhooks-key-value-payloads",
    "summary": "An introductory article about key-value pairs in webhook payloads, intended for developers.",
    "nestedArray": [
        {
            "nestedFieldName1": "nestedValue1",
            "nestedFieldName2": "nestedValue2"
        },
        {
            "nestedFieldName1": "nestedValue3",
            "nestedFieldName2": "nestedValue4"
        }
    ]
}

Create a test submission

It is important to send a test submission to Portant after you have set up your webhook because this is how Portant sets it up as a source table. The source table is how you add {{tags}} into your documents/presentations/emails in order to customise them.

You can either use your application's 'Test submission' functionality. Or you can manually process the data to simulate future submissions.

After you have created a test submission, Portant's webhook block will look like this (with submissions on the left and the fields on the right)

Format your document

You can now add a document/presentation/email block to your workflow and use the fields captured in the webhook to customise the document.

Finish your workflow

After you've set up the rest of your workflow, we recommend sending one more test to ensure if it is all formatted correctly.

Then when the workflow is live, you will be able to see webhook submissions in the webhook block and expand the submission to see the data:

The created output documents will be displayed in your output tab and saved in a Google Drive folder:

That's all there is to it, you've just set up a document workflow using a webhook as a data source.

Feedback and feature suggestions

To learn how to add a webhook to , visit this page:

To learn how to add a webhook to , visit this page:

This example also demonstrates how to structure data for table grouping in your document by utilizing

We created Portant in 2021, and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback, please feel free to send us an email at

🌐
Tally
https://tally.so/help/webhooks
Typeform
https://www.typeform.com/help/a/webhooks-360029573471/
webhook data grouping
contact@portant.co
Customise a document with a webhook
Webhook event data
Webhook workflow output tab
Webhook block after it has received data