Overview
Kinabase automations can trigger outbound webhooks (API calls) to send data to external services. This allows you to integrate Kinabase with third-party applications, trigger external workflows, and synchronise data across systems.
Setting Up a Webhook Automation
To create an automation that triggers a webhook, follow these steps:
Open Automation Settings
Navigate to Settings and select Automations under Organisation.Create a New Automation
Click + Add Automation and give it a descriptive name (e.g., "Notify External CRM on New Lead").Define the Trigger
Choose when the automation should run: when a record is added, updated, changes stage, becomes due, or is right-clicked.Add an API Call Step
In the "Then" actions, add a step and select Call API (or "Webhook"). This creates an outbound HTTP request.
Configuring the Webhook
When configuring a webhook step, you can specify:
HTTP Method
Choose the HTTP method for the request:
GET– Retrieve data (default if no body)POST– Send data (default if body provided)PUT– Replace/update dataPATCH– Partially update dataDELETE– Remove data
URL
The destination URL for the webhook. This can include dynamic values from the triggering record using expressions.
Example: https://api.example.com/customers/{record.externalId}
app.kinabase.com or beta.kinabase.com). Headers
Add custom headers to the request, such as authentication tokens or API keys. Each header consists of a name and value, and values can include dynamic expressions.
Example: Authorization: Bearer your-api-key
Request Body
For POST, PUT, and PATCH requests, you can specify a request body:
Content Types
text/plain– Simple text contentapplication/json– Structured JSON data
JSON Body Fields
When using JSON, you can define key-value pairs where each value is an expression. Supported types:
string– Text valuesnumber– Numeric valuesboolean– True/false valuesjson– Nested JSON objects or arrays
Example JSON Body
{
"customerName": "Acme Corporation",
"contactEmail": "john@acme.com",
"orderValue": 1500.00,
"isNewCustomer": true,
"orderItems": [
{ "sku": "WIDGET-001", "quantity": 10 }
]
}Handling Responses
Webhooks can capture the response from the external service and use it in subsequent automation steps.
Response Types
text– Capture the entire response body as a stringjson– Parse the response as JSON and extract specific values
Response Schema (JSON)
When the response type is JSON, you can define a schema to extract specific values using JSON Pointers (RFC 6901). These values can then be mapped to automation fields for use in subsequent steps.
JSON Pointer Examples
/id– Root-level "id" property/data/user/name– Nested property/items/0/sku– First item in an array
Example Response Mapping
For a response like:
{
"success": true,
"data": {
"externalId": "EXT-12345",
"status": "created"
}
} You could use /data/externalId to extract "EXT-12345" and store it in a record field.
Error Handling
When a webhook request fails, the automation step will report an error. Common failure scenarios include:
- Network errors – The external service is unreachable
- HTTP 4xx/5xx responses – The external service returned an error
- Invalid URL – The constructed URL is malformed
- Timeout – The external service took too long to respond
Best Practices
Secure Your Endpoints
Use authentication headers (API keys, Bearer tokens) to secure your webhook endpoints. Never expose sensitive credentials in URLs.
Handle Failures Gracefully
Design your external service to handle duplicate requests gracefully, as automations may retry failed steps.
Test Before Deploying
Use tools like webhook.site or RequestBin to test your webhook configuration before connecting to production services.
Monitor Automation Logs
Regularly check the automation history logs to identify and resolve any failed webhook calls. Right-click an automation and select History to view execution logs.
Use Cases
CRM Integration
When a new lead is added to Kinabase, automatically create a corresponding contact in your CRM system.
Notification Services
Send messages to Slack, Microsoft Teams, or other messaging platforms when important events occur.
Data Synchronisation
Keep external systems in sync by pushing updates whenever records change in Kinabase.
Workflow Triggers
Trigger external workflows in tools like Zapier, Make (Integromat), or custom systems when records reach specific stages.
Related Resources
- Automations Guide – Learn about setting up automations in Kinabase
- API Reference – Explore the Kinabase API endpoints