Workflows and Webhooks

Triggers#

Workflows start with a trigger. When the trigger event occurs, the workflow's actions run in order.

Trigger	When it fires
`form_submitted`	A completed submission is accepted as a lead
`lead_conversion_changed`	Lead conversion eligibility changes: accepted, withdrawn, or restored
`booking_created`	A new booking is created
`booking_cancelled`	A booking is cancelled
`booking_pending` / `booking_confirmed`	A booking enters the corresponding state
`new_contact_created`	A brand-new contact is stored
`tag_added`	A tag is added to a contact
`manual`	Triggered manually via the API
`scheduled`	Hourly, daily, weekly, or monthly in the configured timezone

Actions#

Chain actions together with conditions and delays.

Action	What it does
`send_email`	Send an email via Resend (at most 3 per workflow)
`ai_research`	Research and enrich a contact with structured results
`add_tag` / `remove_tag`	Modify contact tags
`wait`	Delay execution by a specified duration
`condition`	If/else branching based on contact data
`webhook`	HTTP request to an external URL
`update_contact`	Modify contact fields
`meta_conversion` / `tiktok_conversion`	Send an accepted lead to a connected ad platform

Webhooks#

To get real-time notifications, create a workflow with a trigger (for example form_submitted) and add a webhook action pointing to your URL.

The example below shows a workflow conceptually. Create the workflow and its steps with separate API requests; actions is not a workflow-create request field.

{
  "trigger": "booking_created",
  "actions": [
    {
      "type": "webhook",
      "config": {
        "url": "https://your-app.com/webhooks/goodinbound",
        "method": "POST",
        "headers": {
          "X-Webhook-Secret": "your_secret"
        }
      }
    }
  ]
}

A webhook step sends the configured method, headers, and body. The method defaults to POST, and the body defaults to the workflow context below; you can replace it and interpolate workflow values.

Default payload

{
  "projectId": "proj_123",
  "contactId": "ct_m1n2o3",
  "contactEmail": "jane@example.com",
  "formResponseId": "resp_a1b2c3d4",
  "metadata": {}
}

Verify the GoodInbound-Signature header against the raw request body using the workflow signing secret. Deduplicate with GoodInbound-Delivery. See Lead Status Webhooks for signature verification, retries, and revision handling.

To manage workflows from code, see Workflow API.