Getting Started with FlowLink Actions

Creating a FlowLink Action

Create a new workflow or edit an existing one.

Create a blank workflow.

Set up your trigger.

In the workflow editor, click the ”+” icon to add a new action.

In the actions menu, look for the “Integrations” or “Apps” section and select “FlowLink”.

Basic Configuration

HTTP Method

Select the HTTP method for your request:

GET — Retrieve data
POST — Create a new resource
PUT — Update an existing resource
PATCH — Partially modify a resource
DELETE — Remove a resource

Target URL

Enter the full URL where you want to send the webhook request. Example: https://api.example.com/endpoint

Authentication

Select from the following options:

None — For public APIs
Basic — Enter username and password
Bearer — Provide a token
API Key — Can be included in header or query parameters

Examples:

Basic: Username: myuser, Password: mypassword
Bearer: Token: abcdef123456
API Key: Key Name: x-api-key, Key: your-api-key-here

Indicate whether the API Key should be used in the Header or Query.

Advanced Settings

Body Configuration (POST, PUT, PATCH only)

Click on the “Body” field and insert HubSpot properties using {{property.name}} syntax. Structure your data in JSON format. Example:

{
  "customerName": "{{contact.firstname}} {{contact.lastname}}",
  "email": "{{contact.email}}",
  "lastPurchaseAmount": "{{deal.amount}}",
  "lastPurchaseDate": "{{deal.closedate}}"
}

Query Parameters (GET, DELETE, POST, PUT, PATCH)

Add key-value pairs using HubSpot properties or static values, separated by &. Example: customerId={{contact.id}}&orderDate={{deal.closedate}} Resulting URL: https://api.example.com/orders?customerId=1234567&orderDate=2023-09-03

Custom Headers

Add any required custom headers, useful for API versioning or additional authentication. Use comma-separated key-value pairs. Example: X-API-Version=v2, x-custom-header=value

Escape Values to Valid JSON

To escape a value, use the escape function:

{
  "name": "escape({{ enrolled_object.dealname }})"
}

Save Your Configuration

Once finished configuring the webhook, click “Save”.

Your webhook is now ready to run whenever triggered.

Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.Advanced integration settings

Installation

Configuration

Get the Most Out of the App

Creating a FlowLink Action