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Webhooks Integration

Send event data from any application using Webhooks. Setup your webhook, map the data to Cometly fields, and setup filters.

Updated over a month ago

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Webhooks allow you to send event data from any app to Cometly. This makes it easy to track actions like form submissions, lead qualifications, call scheduling, deal creations, or purchases, even if there isn’t a direct integration.

What are Webhooks?

Webhooks are a way to send real-time data from one app to another. When something happens in your app (like a purchase or form submission), the webhook sends that information to Cometly.

How Do Cometly Webhooks Work?

Cometly Webhooks let you:

  • Send event data from any application.

  • Map the data to Cometly fields (e.g., email, event time).

  • Add filters to ensure only the data you need is processed.

Why Use a Webhook?

If there’s no direct integration (e.g., with Stripe), you can still send important events to Cometly. For example, you can use webhooks to track:

  • New Payments

  • New Trials

  • Converted Trials

  • Canceled Subscriptions


How to Send Event Data Using Webhooks

💡 Tip: Set up one event at a time to stay organized and follow your tracking plan.

  1. Go to the Space Setup page.

  2. Click Add Events to start sending event data.

Where it asks you where you would like to send your event from, choose Webhooks and click Next.

After choosing Webhooks you will be able to choose from a pre-configured event or create a new event.

On the next page you will have a Webhook URL that you can place in any app or integration to send event data to Cometly.

  1. Copy the webhook URL and paste it into your app to start sending data.

  2. Once you've set it up, click Check for Data.

  3. Wait for your app to send an event. If no data shows up right away, don't worry, you can return to this step later once events are sent.

If no data was sent yet, you can click Skip and map data later, and come back later to Check for Data again.

To come back to that specific Webhook, you can navigate to Events Manager and you will see your Event configuration In draft. Hover over the event and click the gear cog to navigate back to the Webhook URL to check for data.

When data is received, you will see requests with the payload data:

Click the down arrow to open the request and view data. Click Continue With Select Record to continue to the next step.


How to Configure Mapping

Easily map your app’s data fields to Cometly fields for precise tracking. This step ensures that the event data you send, such as email addresses, event times, or other custom data, aligns with Cometly’s reporting system.

Mapping Fields

  1. Select the Cometly field you want to map (e.g., Email or Event Time).

  2. Choose the corresponding field from your app’s data (e.g., email@example.com).

  3. Repeat this process to map additional fields as needed. You can add as many fields as necessary to fully capture your event data.

Important Notes

  • Email and Event Time are required fields.

  • If you don’t have the event time available, select the dynamic option for Event Time. This will automatically use the time the event is received.


Adding More Fields

If your event includes additional data points (e.g., user IDs, product names, or custom metrics), simply click Add Field and repeat the mapping process.

Once all fields are mapped and formatted, click Continue to finalize your setup and start tracking seamlessly with Cometly.

Using Formatting Options

Cometly's formatting options help ensure your data is consistent and accurate for reporting. Here's how you can use these tools for date and amount fields:

  • Date Fields

    • Customize Date Format: Match your system’s style (e.g., MM/DD/YYYY, YYYY-MM-DD).

    • Timezone Conversion: Automatically convert timestamps to a specific timezone for standardized reporting.

  • Amount Fields

    • Adjust Decimals: Increase or decrease the number of decimal places.

    • Perform Calculations: Add, subtract, multiply, or divide by:

      • A fixed value you specify.

      • A dynamic value from your payload (e.g., a tax or fee).

    • Currency Conversion: Convert amounts from one currency to another using your selected conversion settings.


How to Setup Filters

Setting up filters is optional but can help refine your data. To add filters:

  1. Choose your desired filtering options.

  2. If the data meets your filter criteria, you'll see a green confirmation box.

  3. If the data doesn't pass the filters, you'll be notified that it would not proceed.

Filters provide an easy way to ensure only relevant data is processed.


Activate your Webhook

Once you activate your webhook, it will show as active in the Events Manager.

Important: Any test data sent before the webhook was activated will not be processed or appear in your reports.

You can manage the webhook at any time by toggling it on or off. If the webhook is toggled off, you will also have the option to delete it.

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