How to Setup Outbound Webhooks with Coperniq Automations

Last updated: October 21, 2025

Pre-Requisites

To create an outbound webhook with Coperniq Automations, you'll need to generate an endpoint that accepts a POST request with a JSON payload. This endpoint does not require authentication.

Coperniq Automation Setup

  1. Click your company logo in the top left of the page to reveal the dropdown menu.

  2. Click Company settings .

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  1. In the company settings tool bar, click Automations under the Process Studio section.

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  1. Click the green + AUTOMATION button to create a new automation and enter an automation name.

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  1. Once a name is entered, the Trigger and Action sections will be revealed.

  2. Select the trigger action to send the webhook. Some trigger actions include additional required settings (i.e. selecting the work order to trigger upon completion and it's parent record).

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The automation is enabled by default. You can use the "Active automation" toggle button, located at the top of the automation, to turn it on or off.

  1. Click SAVE

  2. Select Call webhook for the trigger action and enter your webhook URL.

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  1. Click SAVE

After an automation is fully configured and activated, it will only process records that meet the specified criteria from that point forward. Records created or updated before the automation was activated will not be processed retroactively.