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Use webhooks to automate data sending

Send data to another tool when a user moves through your pipeline — or trigger it manually from their profile.

Updated over 2 weeks ago

Connect Kanbox to your external tools by triggering webhooks automatically or manually, depending on your workflow.

🌐 What is a webhook?

A webhook allows you to automatically send a user’s data to a third-party tool (e.g., CRM, internal system) when an event occurs in Kanbox.

It lets you keep your tools in sync without manual actions.

➕ Create a webhook

To create a webhook:

  1. Go to Settings > Webhooks:
    https://app.kanbox.io/settings/webhooks

  2. Click “New webhook”.

  3. Fill in:

    • a name for your webhook,

    • the target URL to send the data to.


🧱 Link a webhook to a pipeline column

After creating a webhook, you can link it to one or more pipeline columns to trigger data sending automatically.

📌 Important:
A webhook is triggered only when new members enter the linked column.
Members already in the column are not sent automatically.

You can push them manually from Settings > Webhooks by clicking “Send members already in column” next to the corresponding webhook.

There are two ways to add a column trigger 👇

🧩 From the webhook list

  1. Go to Settings > Webhooks.

  2. Find the webhook in the list and click “+ Add pipeline column trigger”.

  3. Select:

    • the pipeline,

    • the column that should trigger the webhook.

📌 If you want to trigger the same webhook from another column in the same pipeline, simply repeat the process.

🏗 From a pipeline column

  • Open the pipeline of your choice.

  • Click the menu on a column.

  • Select “Add webhook”.

  • Choose an existing webhook.

The modal window will inform you that only new members will trigger the webhook. It will also offer a direct link to the Webhooks settings page so you can manually send the members already in the column if needed.

🖐 Trigger a webhook manually from a member’s profile

Once a webhook is configured, you can also trigger it manually for a specific member.

From the member’s profile, you’ll see an action button that lets you select and trigger the desired webhook.

This is useful when you want to send data immediately, without waiting for a pipeline movement.


🧪 Test your webhook’s response

To safely test your webhook, you can use a tool like https://webhook.site.

🎯 It gives you a unique URL. Each request to that URL is logged, so you can see the exact HTTP payload sent by Kanbox.

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