PRODUCT UPDATES

Save time by automating key customer processes with webhooks

See popular automations that help you spot key accounts and act when it matters.

Stephen Moock

September 15, 2021
·
2
 min read

Automations give Calixa users the ability to get proactive alerts when important customer milestones and usage thresholds are hit. This allows you to spot the accounts that are prime for growth, get ahead of customer issues and act when it matters.

Now you can also use our Automations platform to fire off webhooks to internal endpoints or popular low-code platforms like Airtable and Zapier.

Popular Use Cases

Webhook alerts can be used to help automate multi-step processes by sending your customer data to other tools. With the help of a workflow automation platform, this gives you a virtually limitless set of automation possibilities. Here are some of our customers' favorite use cases:

  • Create a new 'target account' record in Airtable when usage spikes
  • Record customer health scores for internal analysis
  • Add a user to a Google sheet when they test a beta feature
  • Update an account's status in your CRM if they experience payment issues
  • Create a Jira issue when a user's error rate jumps
Fire a webhook for new accounts that are adopting premium features

Setting up a webhook alert

Setting up webhook alerts can be done in a few minutes with our no-code builder. Head to the Automations tab within your Calixa console and create a new metric-based alert.

You can configure the following webhook elements:

  • URL
  • Payload key/value pairs
  • Headers
  • HTTP Basic Auth
  • Max frequency
Webhook builder

The webhook can be sent to any URL that has been configured to receive incoming POST requests. This allows you to integrate with services for which Calixa does not currently have pre-built Automations and Actions, which in turn saves you time from having to write custom code.

Give it a try and let us know what you think!

Not on Calixa yet? Signup here or book time to chat with one of our friendly product specialists.

Ready to see a product-led sales motion in action?
Turn your self-serve funnel into a revenue engine.
Get a demo
PRODUCT UPDATES

Product Updates: November 2022

Check out these latest releases and events. Calixa Automation Platform, Multi-Level Filtering, and more.

Joanna Huang

December 7, 2022
·
 min read
Advice for Sales

Combining top-down sales with a bottom-up PLG motion

Thomas Schiavone

December 1, 2022
·
 min read
NEW FEATURE

Uncover PQLs with Multi-Level Filtering

Find your best opportunities with a unified view across users, accounts and companies.

Joanna Huang

November 30, 2022
·
 min read
Product updates

Save time by automating key customer processes with webhooks

Stephen Moock
|
Head of Sales and Success
|
Calixa

Never miss a thing!
Subscribe for
more content.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
September 15, 2021
ReadTime

Automations give Calixa users the ability to get proactive alerts when important customer milestones and usage thresholds are hit. This allows you to spot the accounts that are prime for growth, get ahead of customer issues and act when it matters.

Now you can also use our Automations platform to fire off webhooks to internal endpoints or popular low-code platforms like Airtable and Zapier.

Popular Use Cases

Webhook alerts can be used to help automate multi-step processes by sending your customer data to other tools. With the help of a workflow automation platform, this gives you a virtually limitless set of automation possibilities. Here are some of our customers' favorite use cases:

  • Create a new 'target account' record in Airtable when usage spikes
  • Record customer health scores for internal analysis
  • Add a user to a Google sheet when they test a beta feature
  • Update an account's status in your CRM if they experience payment issues
  • Create a Jira issue when a user's error rate jumps
Fire a webhook for new accounts that are adopting premium features

Setting up a webhook alert

Setting up webhook alerts can be done in a few minutes with our no-code builder. Head to the Automations tab within your Calixa console and create a new metric-based alert.

You can configure the following webhook elements:

  • URL
  • Payload key/value pairs
  • Headers
  • HTTP Basic Auth
  • Max frequency
Webhook builder

The webhook can be sent to any URL that has been configured to receive incoming POST requests. This allows you to integrate with services for which Calixa does not currently have pre-built Automations and Actions, which in turn saves you time from having to write custom code.

Give it a try and let us know what you think!

Not on Calixa yet? Signup here or book time to chat with one of our friendly product specialists.