Using Webhooks to Send Information in Journeys
What Is a Webhook (and Why Should You Care)?
A webhook is like an automatic notification that WeGive can send to another system (like Salesforce, Zapier, Google Sheets, or a mailing service) when something important happens — like when someone makes a donation.
Think of it like this:
"When this happens in WeGive, tell that other tool about it, instantly."
You don't need to be a developer to use webhooks. If you're trying to get donor info into another system automatically, webhooks can save tons of time and reduce manual work.
Real-World Examples
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Send new donation details to a spreadsheet
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Create a lead in Salesforce when someone donates
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Trigger a thank-you letter in Lob or another mail service
Step-by-Step: How to Use Webhooks in a WeGive Journey
Step 1: Identify What You Want to Happen
Ask yourself:
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What action do I want to respond to? (e.g., a donation, a form submission, a ticket purchase)
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What system do I want to send the data to? (e.g., Salesforce, Zapier, a mail service like Lob)
Step 2: Go to the Journey Builder
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Navigate to Journeys in WeGive
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Choose an existing journey or create a new one
Step 3: Add a Trigger
Choose a trigger like:
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"Donation Completed"
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"Form Submitted"
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"Recurring Gift Started"
Step 4: Add an Action: Webhook
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Click + Add Action after your trigger
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Select Send Webhook
Step 5: Fill in the Webhook Details
Here’s what you’ll see and what to put in each section:
1. URL Destination
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This is the web address where the data should go
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Example for Zapier:
https://hooks.zapier.com/hooks/catch/123456/abcde
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If you're using a service like Lob or Salesforce, they may provide you with a custom URL
2. Headers (optional)
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Use this if the receiving system requires authentication (like an API key)
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Example:
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Key:
Authorization
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Value:
Bearer YOUR_API_KEY
(orBasic ENCODED_KEY
, depending on the system)
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3. Content Type
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Leave it as
JSON
unless told otherwise
4. Body
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This is the actual data being sent. You can use WeGive tokens (like mail merge fields) here.
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Example:
{
"full_name": "donor_full_name",
"email": "{{donor_preferrred_email}}",
"amount": "{{last_donated_amount}}",
"date": "{{donor_last_donated_date}"
}
These tokens will be automatically replaced with real information when the webhook is triggered.
Step 6: Test the Webhook (Recommended)
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If you’re using a test tool like Webhook.site, you can paste the test URL to see what the data looks like when it’s sent
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Great way to confirm it's working before sending real donor data
Step 7: Save and Activate Your Journey
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Once you're happy with how it’s set up, turn your journey ON
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WeGive will now automatically send webhook data when the trigger happens
Tips for Success
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Use Zapier if you're not sure where to send data — it's beginner-friendly and connects with thousands of tools
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Make sure any sensitive data is being sent securely (use headers and HTTPS URLs)
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Test before going live!