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Automations

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Overview

The Automations tab lets you connect Financely widget submissions to external services — your own backend, Zapier automations, or a Google Sheet. Every time someone submits a widget form, the configured integrations receive the data automatically.

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Webhooks

Webhooks let you receive widget submission data at any HTTP endpoint you control — your own server, a serverless function, or a third-party service.

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Configuring a webhook

  1. Go to Integrations → Automations tab
  2. Click Add webhook
  3. Fill in:
    • Endpoint URL — the HTTPS URL that will receive the POST request
    • Events — select which events to send:
      • widget.submitted — fires when a visitor completes and submits the form
      • widget.started — fires when a visitor opens the widget and starts filling it in
    • Retries — how many times to retry on failure (0–5). Failed deliveries are retried with a short delay.
  4. Click Save

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Testing your webhook

Click Send test event to fire a sample payload to your endpoint immediately. Use this to verify your endpoint is receiving requests correctly before going live.

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HMAC signature verification

Every webhook request includes an X-Financely-Signature header containing an HMAC-SHA256 signature of the request body. Use this to verify that requests are genuinely from Financely and have not been tampered with. See Webhooks in the Developer Docs for the full verification implementation.

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Example payload — widget.submitted

{
  "event": "widget.submitted",
  "organizationId": "org_abc123",
  "widgetId": "widget_xyz789",
  "submittedAt": "2025-03-15T10:30:00.000Z",
  "data": {
    "name": "Jane Smith",
    "email": "jane@example.com",
    "phone": "+1 555 000 1234",
    "company": "Acme Corp",
    "message": "I'd like a quote for 50 units."
  },
  "leadId": "lead_def456"
}

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Zapier

Connect Financely to 5,000+ apps through Zapier without writing any code.
  1. Click Connect Zapier in the Automations tab
  2. You’ll be directed to the Zapier connector page
  3. Create a Zap using the Financely trigger
  4. Choose the app you want to connect (Slack, Google Sheets, HubSpot, Notion, etc.)
  5. Map the submission fields to your target app’s fields

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Google Sheets

Automatically sync widget submissions to a Google Spreadsheet — each submission becomes a new row.
  1. Click Connect Google Sheets in the Automations tab
  2. Authorize your Google account
  3. Select the spreadsheet and sheet to write to
  4. Field mapping is automatic — each widget field becomes a column

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Coming soon

The following integrations are in development:
  • Slack notifications — post a message to a Slack channel on each submission
  • HubSpot CRM — create or update contacts and deals in HubSpot
  • Airtable — add records to an Airtable base

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Troubleshooting

Check that:
  1. The endpoint URL is publicly accessible over HTTPS (HTTP endpoints are not supported)
  2. Your endpoint returns a 2xx HTTP status code — non-2xx responses are treated as failures and trigger retries
  3. The widget that submissions are coming from is Published
  4. Try the Send test event button to confirm delivery manually
If all retry attempts fail, the event is dropped. Check your endpoint logs for errors. Common causes: endpoint returning a 5xx error, timeout (response must arrive within a few seconds), or a firewall blocking inbound requests.
Make sure you’re computing the HMAC against the raw request body (before any JSON parsing). See Webhooks for a working code example.