> ## Documentation Index
> Fetch the complete documentation index at: https://docs.financely.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> Send widget submission data to external tools via webhooks, Zapier, and Google Sheets.

# Automations

## 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.

## 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.

### 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**

### 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.

### 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](/developers/webhooks) in the Developer Docs for the full verification implementation.

### Example payload — `widget.submitted`

```json theme={null}
{
  "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"
}
```

## 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

## 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

## 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

## Troubleshooting

<AccordionGroup>
  <Accordion title="My webhook endpoint is not receiving events">
    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
  </Accordion>

  <Accordion title="Webhook delivery keeps failing after retries">
    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.
  </Accordion>

  <Accordion title="Signature verification is failing">
    Make sure you're computing the HMAC against the raw request body (before any JSON parsing). See [Webhooks](/developers/webhooks) for a working code example.
  </Accordion>
</AccordionGroup>