HighLevel Automations: How to Trigger Automations Using Kixie Webhooks

Brendan Kim Brendan Kim

Did you know that you can trigger Automations in GoHighLevel with Kixie Webhooks? You can trigger an Automation with Kixie Webhooks to initiate certain actions in GoHighLevel such as: Adding a tag to a Contact, Moving an Opportunity's Pipeline Stage, or even updating a custom Contact property. In this article, we will show you how! 

 

Create New Automation

In your GoHighLevel sub-account, go to the Automation tab and select the "+ Create Workflow" button. Next click "Start from Scratch". 

 

Select Trigger

Now click on "+ Add New Trigger" to select the trigger for your automation. In the Search Trigger menu, search for the "Inbound Webhook" option. 

 

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Once you have selected the "Inbound Webhook" trigger, you will be shown a menu with a Webhook URL. 

 

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Now we are going to copy the Webhook URL that was generated in the GoHighLevel Inbound Webhook Trigger. 

 

Kixie Webhook Configuration

Once you have done so, go to the Kixie Dashboard under Manage > Automations > Webhooks. On this page, you are going to click the "+ ADD" button to create a new Webhook. 

 

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Name your Webhook with a unique name so that you can differentiate it from any other Webhooks you might have or add in the future. 

Next, you can paste the URL that you had copied from the Inbound Webhook Trigger in the GoHighLevel Automation into the Webhook URL field in this form. 

Now you will have to choose the "Event Name" for the Webhook. There are quite a few options here, but the most common ones are "End Call" or "Disposition" webhook events. For the sake of this example, I am going to select the End Call webhook event. 

Next you can customize the Runtime, Direction, and Call Result options but the default settings should suffice. 

Don't worry about the Header Name and Header Values as we won't be needing those. Click 'Save Changes' and the webhook will now begin to receive data. 

 

Test Webhook Data

In order to receive data, we must fire the webhook event. First, we must click on the "Fetch Sample Requests" button in the GoHighLevel Automation. Once we have clicked that, the webhook will be ready to receive data. 

The Webhook Event I chose was the "End Call" webhook so I will initiate a Kixie Call from the dialer in order to trigger this event. Once I have ended the call, it should populate a data set in the dropdown menu. 

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Select the Request and you should be able to click "Save Trigger" afterwards. 

 

Find Contact

Now, let's add a step to find the actual Contact record in GoHighLevel. We can achieve this by doing a search by the phone number presented in the data from the Webhook. 

Create a "Find Contact" action step and select the "Phone" field from the dropdown. 

 

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Next click on the Ticket Icon to select the contact's phone number from the Webhook Data. You can select that by clicking Inbound Webhook Trigger > Data > Customernumber. 

This will ensure that we are grabbing the phone number for the call that was made and finding the contact in GoHighLevel. Click "Save Action" to continue. 

 

Choose an Action

Now the possibilities are endless! You can choose any actions to perform like moving a Contact to another Deal Stage or Adding a Tag to the Contact. Once you are finished with creating your actions, click "Save" to save your progress and then click "Publish" to activate the Workflow.