📧 With Leeway's Webhooks, you can send emails to your employees based on events performed on your organization's Leeway account.
💡 For example, do you want your CEO or CFO to receive an email when a contract is created or signed with a certain counterparty or created by a specific person on your team?
🙌 In this article, you will discover how to automate this email creation process. You will be able to:
Choose when the message should be sent (at creation, signature, or deadline reminder)
Choose the condition according to which it is necessary to send an email
Customize the message with key contract data
Find out how to do it with Zapier
ℹ️ Works with a Premium Zapier account only.
Find out how to do it with Make (ex Integromat)
ℹ️ Works with a Free Make account.
Step 1 - Sign up / log in on Make and create your first scenario (1 min)
Click on Create a new scenario button on the top right
Click on the + button
Type and select Webhook
Select the option Custom Webhook
Add a Webhook, give it a name (optional) and save
Copy the link displayed
Step 2 - Log in on Leeway and create your first Webhook (1 min)
Go to your Settings / Integrations / Webhooks
Click on Add a Webhook
Give it a name
Paste the link you just copied
Select the event for which you want to send a slack message
Click on Create webhook green button
Create a mock project on Leeway so the key data is retrieve on Make. That will help you personalize even more your webhook
Step 3 - Set up the alerts for Gmail (3 min)
Click on Run once to retrieve all the data (might take few seconds to retrieve)
Click on the + button next to the webhook bubble
Type and select Gmail application
Select Send an email
Log in to your Google account
Fill out the form as you wish (eg. define the subject, the attached files, etc.). You can add any contract data by clicking inside the boxes to personalize the content even more!
(optional) Define the condition under which the email will be sent by clicking in between the two bubble (on a dot)
(optional) Select the data that will condition the email being sent (eg. email address, contract amount or end date…) and save
Activate the scenario
Step 4 - Test your Webhook! (optional) (30 sec)
Create another mock project to try out the scenario you just created
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