Webhooks information for a complete novice

[Andy]

hi guys i amusing automation for the first time and i am way out of my depth being an old school sales person.....I have created a gmail "send email'.....for information collated in another connected application i have linked....... but i want the email to send only when a certain information has been provided and if that information is provided I need all previous information to be sent ...... from what i understand webhooks achieve this but don't laugh to loud whats a webhook and how do i go about adding it and to where .......the clue is in my question title thanking who ever has the patience

 

[Pabblymember11]

Hey @Andy

If you have a specific condition or criteria that you want to apply to automate a process, it is recommended to use the "Filter" action step. The Filter action step is a feature commonly found in automation tools or workflows, where you can define rules or conditions to filter and process specific data or events based on certain criteria.

For example, let's say you have an email automation workflow and you want to automatically sort incoming emails based on their subject lines. If you only want to process emails with the subject line "Urgent," you can use the Filter action step to set up a condition that filters out all other emails and only allows emails with the "Urgent" subject line to proceed to the next step in the automation.

The "specific or anything" mentioned in the statement refers to the flexibility of the Filter action step to allow you to define specific criteria or rules based on your requirements. You can set up filters based on various attributes such as subject line, sender, recipient, content, date, or any other relevant information, depending on the capabilities of the automation tool you are using.

By using the Filter action step, you can ensure that only the data or events that meet your specified criteria are processed in the automation, which helps in achieving more targeted and efficient automation workflows. It allows you to have greater control over the automation process and tailor it to your specific needs.

You may also refer to the following video tutorial on how you can use it.