Webhooks for Checklist Steps

We are excited to announce the addition of a new feature that allows administrators to set up webhooks for sending data from checklist when a user finalizes a checklist step.

A webhook, in simple terms, is a way for one application to automatically communicate with another application in real-time. Think of it as a doorbell: when someone presses the doorbell (finalizes a checklist step), it sends a signal (the webhook) that can trigger a specific action in another application (e.g., send an email, create a new task, etc.). This enhancement is designed to improve automation and streamline the user experience.

To use this feature, it must first be enabled. Please contact our support team, and we will be happy to assist you in turning it on for your account.

Sample Use Cases:

  1. Starting a new checklist with another template: When a user finalizes a specific checklist step, a webhook can be triggered to automatically create a new checklist using a different template by combining webhooks with the existing ApiKey feature. This can help to reduce manual intervention and ensure that the workflow continues seamlessly.
  2. Creating a Logic App to send an approval email using Office 365: Upon finalizing a checklist step that requires approval, a webhook can initiate a Logic App to send an email to the appropriate person or group, requesting their approval and once the approval has been received start a new checklist. This helps to speed up the approval process and keeps stakeholders informed.
  3. Generating reports based on completed steps: By configuring a webhook to send data to a reporting tool when a checklist step is finalized, users can automatically generate reports to monitor progress and gather insights. This can aid in making data-driven decisions and help track the overall performance of the checklists.
  4. Integrating with third-party applications: Webhooks can be set up to send data from finalized checklist steps to external applications, such as CRM or project management tools. This allows for better synchronization of data and seamless integration between different systems.

We hope this new feature enhances your experience with our platform. If you have any questions or need assistance, please do not hesitate to reach out to our support team