What is a Webhook?

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

  • Send new donation details to a spreadsheet

  • Create a lead in Salesforce when someone donates

  • 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:

  • What action do I want to respond to? (e.g., a donation, a form submission, a ticket purchase)

  • 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

  • Navigate to Journeys in WeGive

  • Choose an existing journey or create a new one

Step 3: Add a Trigger

Choose a trigger like:

  • "Donation Completed"

  • "Form Submitted"

  • "Recurring Gift Started"

Step 4: Add an Action: Webhook

  • Click + Add Action after your trigger

  • 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

  • This is the web address where the data should go

  • Example for Zapier: https://hooks.zapier.com/hooks/catch/123456/abcde

  • If you're using a service like Lob or Salesforce, they may provide you with a custom URL

2. Headers (optional)

  • Use this if the receiving system requires authentication (like an API key)

  • Example:

    • Key: Authorization

    • Value: Bearer YOUR_API_KEY (or Basic ENCODED_KEY, depending on the system)

3. Content Type

  • Leave it as JSON unless told otherwise

4. Body

  • This is the actual data being sent. You can use WeGive tokens (like mail merge fields) here.

  • 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)

  • 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

  • Great way to confirm it's working before sending real donor data

Step 7: Save and Activate Your Journey

  • Once you're happy with how it’s set up, turn your journey ON

  • WeGive will now automatically send webhook data when the trigger happens


Tips for Success

  • Use Zapier if you're not sure where to send data — it's beginner-friendly and connects with thousands of tools

  • Make sure any sensitive data is being sent securely (use headers and HTTPS URLs)

  • Test before going live!