Webhooks are powerful tools that provide real-time information directly to you, and they help make your processes more efficient by eliminating the need for frequent data calls. Gist Webhooks offer a feature-rich platform that allows you to trigger a host of events as they happen in your Gist workspace.

In this guide, we'll walk you through the process of setting up webhooks on Gist, the available triggers/topics, and how to integrate them with third-party tools. Let's get started.

Note: The Webhooks feature is available only for workspaces on our Premium plans.

Setting Up Gist Webhooks

Follow the steps below to set up your webhooks:

  1. Navigate to Settings > API & Webhooks > Webhooks page.
  2. Click the Create Webhook button.
  3. Give your webhook a name, and choose a topic from the list provided.
  4. In the Webhook editor, choose the HTTP method and enter the Webhook URL.
  5. Click Save Webhook.
  6. To activate your webhook, toggle the switch to ON.

For Advanced Users

Gist allows you to pass custom header and body parameters as needed.

Gist Webhooks Supported Topics

Webhooks provide data in JSON format for the following topics:

User createdA new user gets created
Lead createdA new lead gets created
User deletedAn existing user is deleted
Lead deletedAn existing lead is deleted
Contact createdA new contact is created
Contact taggedA contact gets tagged
Contact untaggedA contact gets untagged
Custom property value updatedA custom property value has been updated
Contact email updatedThe contact email is updated
Lead submitted emailA lead submits an email
Contact unsubscribed from emailsA contact unsubscribed emails
Contact initiated conversationA new message is received from a contact
Conversation assignedA conversation gets assigned to a teammate
Conversation openedA conversation is opened
Conversation closedA conversation is closed
New message receivedA contact sends a message in chat
Teammate repliedA teammate replied in chat
Conversation rating leftA contact leaves a satisfaction rating
Note addedA teammate adds a note to the conversation
Contact subscribed to campaignThe contact subscribed for a campaign
Contact unsubscribed from campaignThe contact unsubscribed for a campaign
Contact performed an eventA contact performed an event
Contact submitted formA contact submits a form
New page visitedThere is a new page visit
Meeting scheduledA meeting is scheduled
Meeting cancelledA meeting is canceled
Meeting rescheduledA meeting is rescheduled

Handling Notification Responses

The HTTP status code your system returns upon receiving a webhook notification affects the subsequent state of that subscription. The table below describes how Gist handles various response codes:

Response codeDescriptionAction
2xx - SuccessSuccessful receiptTimeout in 10 seconds
410 - GoneResource no longer availableThe webhook will be disabled
4xx, 5xxClient or service error1st retry in 5 Minutes. 2nd retry in 1 Hour. 3rd retry in 3 Hours

Use-Cases for Setting Up Gist Webhooks

1. CRM Integration: Automating Sales Processes

Event: Lead Created

Use Case: Whenever a new lead is created in Gist, a webhook can trigger a real-time notification to your CRM system, such as Salesforce. This can automatically create a new lead or contact in Salesforce. Your sales team can then follow-up promptly, increasing the chance of conversion.

Data: The webhook will carry data such as lead's name, email, source, and any custom properties defined in Gist.

2. Marketing Automation: Personalized Onboarding

Event: User Created

Use Case: When a new user signs up on your platform, Gist can trigger a webhook to notify your marketing automation system, such as HubSpot. This can initiate a personalized onboarding email sequence or a drip campaign aimed at educating the new user about your product or service.

Data: User data such as name, email, and signup date can be included in the webhook payload.

3. Helpdesk Synchronization: Enhancing Customer Support

Event: New Message Received, Conversation Closed

Use Case: Whenever a new message is received from a contact or a conversation is closed, a Gist webhook can send this data to your helpdesk software like Zendesk. This allows your support team to get real-time updates of ongoing conversations without having to leave their preferred helpdesk platform.

Data: The webhook can include data such as conversation ID, message content, sender and receiver details, and conversation status.

4. Email Marketing Platforms: Campaign Management

Event: Contact Subscribed to Campaign, Contact Unsubscribed from Campaign

Use Case: These webhooks can be used to synchronize your subscriber list between Gist and an email marketing platform such as Mailchimp. If a contact subscribes or unsubscribes from a campaign in Gist, this change can be immediately reflected in Mailchimp, keeping your email list accurate and up-to-date.

Data: The payload can include the contact's email, subscription status, and the specific campaign they subscribed to or unsubscribed from.

5. Data Analytics Tools: Real-Time Insights

Event: New Page Visited

Use Case: You can integrate Gist with data analytics tools like Google Analytics. Every time a new page visit occurs, a webhook can send this data to Google Analytics. This can give you real-time insight into user behaviour on your site and help in better decision-making for marketing strategies.

Data: The webhook can carry data such as the page URL visited, the timestamp of the visit, and the user details.

Gist webhooks serve as a bridge, connecting various tools to enhance automation, improve data accuracy, and create seamless workflows. The diversity of events supported by Gist ensures a myriad of integration possibilities to cater to unique business needs.

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