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Using Webhooks in Pantarey

External events can automatically start processes in Pantarey. This enables a direct connection between forms, online systems, or external services and internal workflows. Benefit: Data from web forms or third-party systems is transferred into processes in a structured way without any manual effort.

Basics

A webhook triggers a process through an incoming HTTP message. In Pantarey, a Message Start Event is used for this purpose. A Message Start Event is a start element that expects an external message and automatically initiates the process flow.

Typical triggers:

  • Form submissions from a web form
  • Events from external systems
  • Automatic notifications from other platforms

Setup in the process model

  1. Place a Start Event in the BPMN model.
  2. Convert the event into a Message Start Event.
  3. In the properties panel, select Webhook as the start type.
  4. After selecting the type, a Webhook URL is automatically generated.
  5. The URL is displayed and can be copied or tested.

As long as the model is saved and in use, the URL remains stable.

Test and verify the Webhook URL

The URL display provides the following options:

  • Copy: The URL is copied to the clipboard.
  • Test: A test call is executed and the process is started.

Testing allows for quick verification that the event has been correctly configured.

Example: Connect a Webhook with forms.app

This example shows how entries from an online form are automatically processed in Pantarey.

Prepare the form

  1. Create a form in forms.app (e.g. contact, support, or application form).
  2. Add the desired fields and save.

Configure the Webhook in forms.app

  1. Open the settings or integrations in the form.
  2. Select the option Webhook / HTTP Request / Custom Webhook.
  3. Enter the Pantarey Webhook URL.
  4. If required, choose the following parameters:
  5. Method: POST
  6. Format: JSON
  7. Save the changes.

As soon as the form is submitted, the message is automatically transmitted to Pantarey.

Verify processing

  1. Submit the form.
  2. Open the Explorer or process instance view in Pantarey.
  3. A new process instance should be visible.

Using data in the process

The received data is passed as JSON to the process. These values can be referenced and processed in subsequent tasks, forms, or service steps. The specific usage depends on the individual process design.

Possible use cases

  • Contact requests are processed automatically.
  • Support cases are captured in a structured way.
  • Leads from website forms flow directly into sales processes.
  • Application forms automatically create new cases.

Troubleshooting

No process is started

  • Check that a Message Start Event with start type "Webhook" is used.
  • Ensure the URL has been correctly entered in forms.app.
  • The model must be saved and active.
  • Use the URL test function.

Data is missing in the process

  • Check which data is being sent by forms.app.
  • Ensure the JSON structure is correct.
  • Verify access to the fields in the process model.