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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.

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.
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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.
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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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