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How to use webhooks in Vaiz

Webhooks let you send data from Vaiz to external services when an automation is triggered.

If you have not worked with automations before, start with How to set up automations in Vaiz.

Step 1. Open the Automations page

Open the space, project, and board where you want to create the automation.

Content Production board in the Events Space with the Automation tab highlighted

Select the Automation tab from the top navigation bar.

Board navigation bar with the Automation tab circled

If the board does not have any automations yet, you will see the automation welcome screen. Click “Create automation”.

Automation welcome screen with the Create automation button highlighted

Step 2. Configure a webhook automation

Each automation consists of a trigger (When) and an action (Then).

New automation with the When and Then blocks circled before configuration

In the When section, click the trigger field and select the event that should start the automation. For example, choose “Completed” to run the webhook when a task is completed.

When trigger dropdown with Completed selected from the list of events

In the Then section, click “Add action” and select “Webhook”.

Then action dropdown with Webhook highlighted among available actions

Configure the webhook settings:

  • URL – the endpoint that will receive the request
  • Headers – optional request headers
  • Body – the payload sent by Vaiz

You can enter custom text and insert task variables directly into the request body.

Webhook settings with URL, headers, and body fields, showing task variables to insert

After the webhook is configured, make sure the automation toggle in the top-left corner is switched to On.

Automation toggled On with a completed webhook configuration for URL, headers, and body

Note: All other settings are saved automatically.

Step 3. Manage existing automations

All automations created for the board are stored in the Automation tab.

You can open any automation at any time to update its trigger, action, webhook settings, or other parameters.

Saved webhook automation summary with the toggle and delete icon highlighted

You can also:

  • turn an automation on or off using the toggle
  • delete an automation using the trash icon
  • create another automation by clicking Create automation

Changes are applied automatically after editing.