This feature allows you to connect Taskip to external systems or services—such as CRMs, APIs, notification tools, or Zapier—by sending a webhook (HTTP request) automatically when an email matches certain conditions.

Step 1: Go to the Workflow Module #

1. From the left sidebar, select Workflow.
2. Click + Create Workflow at the top-right corner.

Step 2: Set the Trigger #

1. Name your workflow (e.g., Send Webhook on Contact Form).
2. Choose New Message Received under the Inbox tab.

Step 3: Add a Filter Condition #

1. In the IF section:
   • Choose Subject.
   • Set it to Contain.
   • Enter a keyword like [Contact Form].

This condition ensures only relevant emails will trigger the webhook.

Step 4: Add the Webhook Action #

1. In the THEN section, select Trigger Webhook (if available in your instance).
2. Provide the following details:
   • Webhook URL: The endpoint where the data should be sent.
   • Method: Typically POST, GET, or PUT. Use POST for most integrations.
   • Headers: (Optional) If the receiving service requires authentication or custom headers.
   • Payload: Define what data should be sent. You can use variables like: jsonCopyEdit{ "email_subject": "{{email_subject}}", "email_content": "{{email_content}}", "from_email": "{{email_sender}}" }

Step 5: Save and Activate #

Click Create Workflow and confirm it is marked as Active so the automation runs automatically when triggered.

Example Setup #

Workflow Name: Trigger Webhook on Form Submission
Condition:

• Subject contains [Contact Form]
  Action:
• Send POST request to https://api.example.com/new-lead
• Payload includes email subject, content, and sender

This setup instantly connects Taskip with external tools the moment a qualifying email arrives.