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How to set up a Webhook in Lumiform

Set up automated notifications to your favorite apps or tools by connecting Lumiform to webhooks.

What you need

  • Plan requirement: This feature is available on Enterprise plans.
  • Permissions: Admin permissions in Lumiform (to access Administration settings).
  • Third-party accounts: Optional, depending on your target automation tool (e.g., Zapier, Make, n8n, or Power Automate).

Step-by-step setup

  1. Create a Webhook URL in your automation tool

    • Log in to your automation platform (e.g., Zapier, Make, n8n, or Power Automate) and create a new workflow (Zap, Scenario, Flow, etc.).
    • Select “Webhook” as the trigger and generate a unique Webhook URL.
    • Copy this URL. (If you don’t have an account with your automation tool, you’ll need to sign up for one first.)

  2. Go to Lumiform Webhook Settings

    • Log in to Lumiform as an Admin.
    • Navigate to Administration > Webhooks in your Lumiform account.

  3. Add your Webhook URL in Lumiform

    • Click the option to “Add Webhook.”
    • Paste the Webhook URL you copied from your automation tool into the field provided.

  4. Select the events you want to trigger

    • Choose which Lumiform events should send notifications (e.g., “Inspection completed,” “Action resolved,” “Form approved”).
    • Save your settings.

  5. Test your workflow

    • In your automation tool, trigger an event in Lumiform (for example, complete an inspection).
    • Verify that your workflow receives the webhook notification and takes the desired action.

Example use cases

  • Notify a manager: Instantly send a Microsoft Teams message when a form is approved.
  • Log actions: Add every resolved action in Lumiform to a Google Sheet using Make.
  • Automate documentation: Send an email via Zapier as soon as an inspection is completed.

Troubleshooting: common errors and fixes

  • My webhook isn’t triggering: Check that the URL from your automation tool is pasted correctly in Lumiform and the workflow is active.
  • I don’t see the data I expect: Webhooks only send an event type and record ID, not the full inspection or action data. Retrieve full data using the Lumiform Public API in your automation tool, using the provided ID.
  • Multiple webhooks firing: If you add multiple webhooks for the same event, each one will fire separately. Adjust your automation tool or Lumiform webhook settings as needed.

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