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Using the Trigger Integration Action (Webhook) in Sweep Automations

Yahel Gaver avatar
Written by Yahel Gaver
Updated over 2 weeks ago

Overview

The Trigger Integration action allows you to invoke external integrations directly from your Sweep automations. This enables seamless connections between Salesforce processes and third-party systems.

How to Configure Trigger Integration

Step 1: Add the Trigger Integration Action

  1. Navigate to your automation in Sweep

  2. Click Add Action

  3. Select Trigger Integration from the action list

Step 2: Choose Your Integration

In the action configuration, you'll see two key components:

  • Trigger integration dropdown: Displays the trigger type (typically "Trigger integration")

  • Choose integration dropdown: Lists all available integrations configured in your Sweep environment

Click the Choose integration dropdown to see your available options.

Step 3: Add a New Integration (If Needed)

If you don't see the integration you need, click Add new integration to configure a new connection to an external system.

Step 4: Configure Integration-Specific Settings

Depending on the integration you select, you may need to provide additional configuration such as:

  • Field mappings

  • Message templates

  • Webhook URLs

  • Authentication tokens

These settings vary by integration type.

Common Use Cases

Webhook Callouts Send data to external systems via webhook when records are created or updated.

External System Updates Push Salesforce record changes to external platforms automatically.

Prerequisites

Before using Trigger Integration actions, ensure:

✅ The required integration is configured in your Sweep environment
✅ Users have the necessary permissions for external messaging (see External Messaging Permissions)
✅ The Sweep Permission Set Group is assigned to users who will trigger these automations
✅ isSweepCalloutEnabled is set to true in your Feature Parameters (managed by Sweep)

Troubleshooting

Integration not appearing in dropdown

  • Verify the integration is properly configured in Sweep

  • Check that your user has the Sweep Funnels Permission Set Group assigned

Callouts failing or timing out

  • Confirm isSweepCalloutEnabled is true in Feature Parameters

  • Check that the external system is accessible and responding

  • Review the maximumCalloutTimeout setting (default: 30 seconds)

  • Verify the external endpoint is not blocking requests

"Unauthorized" errors

  • Ensure User External Credential permissions are granted

  • Verify authentication tokens are valid and not expired

  • Check that the External Credential Principal is accessible

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