Automations webhook are not available for non-admin users

AliceClovis
AliceClovis Member Posts: 3 VERIFIED MEMBER
First Comment 5 Up Votes

If the users trying to trigger the "Automated Webhook" are non-admin users, they can't benefit from the feature.

All users in my account should be able to trigger an automation that includes a webhook action. (if TRIGGERED BY ANY USER is checked)

For example, this action can help them enrich data from external providers.

Right now, there is big confusion between the « create automated webhook » reserved for admin users and the availability to trigger the automation (including webhook) by all users. If everyone can trigger the automation, it shouldn’t be stopped for permission problems.

It's disappointing that only administrators can benefit from the global automated webhook functionality.

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Comments

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 153 PIPEDRIVE TEAM
    100 Comments Third Anniversary 5 Answers Pipedrive Team

    Hey, @AliceClovis!

    You are indeed correct, as currently only users with global admin permissions can use this feature to the fullest. That said, I understand this is not ideal for your team, as you would need this maximum usage to be expanded to all users.

    While we have this limitation at the moment, I will share your feedback with our internal teams so that it can be considered for future improvements. Thank you!

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 116 VERIFIED MEMBER
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    edited May 28 #3

    makes the feature extremely limited indeed. The whole point of triggering webhooks is to allow the whole team to trigger actions like invoicing, generating PDFs, sheets, etc.

    Suggestion: let the "triggered by anyone" override admin settings, since this is what "anyone" implies and is a deliberate setting. Otherwise it becomes very misleading when setting up automations.

  • dinozaurm
    dinozaurm Member Posts: 1 VERIFIED MEMBER
    First Comment

    I am trying to trigger actions in Zapier based on a Deal's Custom Field being change. I thought this was a way to solve given the limitations of the Pipdrive Zapier app, but this limitation has now caused an issue

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 116 VERIFIED MEMBER
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    edited June 17 #6

    @Leonardo Zimmermann can you please escalate this to the team? As of now, this extremely useful update is pointless and confusing.

    "Triggered by anyone" setting needs to override admin limitation, as there's usually just 1 admin in the account and a whole team of people who should be triggering the automation.

    This is direly needed. Alternatively, let admins change permissions for automated webhooks.

    Currently, the feature is useless.

    But if it gets triggered by anyone on the team, it will solve problems that been existing in pipedrive environment forever (i.e. triggering make and zapier webhooks to get something done workflow automations can't do or pull data from another app).

  • Veli-Matti Ratinen
    Veli-Matti Ratinen Member Posts: 8 VERIFIED MEMBER
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    HI @Leonardo Zimmermann, I agree with the other comments. Currently this unfortunately makes the long-awaited automation webhooks more or less useless. Also as mentioned before this is very confusing as "Triggered by any user" indicates that there should be no limitations for the user role, and also as mentioned this is not the case with other webhooks either.

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 116 VERIFIED MEMBER
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    Hi @Veli-Matti Ratinen do you mind upvoting the issue at the very top to indicate the urgency? Totally agree on all points: great update if triggered by anyone will work as expected.

  • Veli-Matti Ratinen
    Veli-Matti Ratinen Member Posts: 8 VERIFIED MEMBER
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    Hi @Nikolai Sokolov, sure!

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,230 COMMUNITY MANAGER
    250 Likes Third Anniversary 25 Answers 500 Comments

    Hi everyone, Thank you for your cooperation. Please keep commenting and upvoting if you support this request and other feedback. Commenting and upvoting a request/feedback post will make the case much more robust with our product team.

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 116 VERIFIED MEMBER
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    edited June 17 #11

    Hi @Manuel Oliveira as pipedrive solutions partner, I cant stress enough how important it is to resolve this permission issue. Currently, the limitation makes this gamechanger feature a full show stopper.

  • Adrien
    Adrien Member Posts: 1 VERIFIED MEMBER
    First Comment Name Dropper

    very strange not to be able to roll out advanced functions accross all you org without taling a significant risk (of setting everyone admin). upvoted ! ( @Manuel Oliveira any news appreciated :))

  • wonders
    wonders Member Posts: 27 VERIFIED MEMBER
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    It's hard to believe that it took years to finally have webhooks implemented and this is how it was designed. Without having our team members, who have permission to trigger the workflows, be able to trigger the webhook, this is essentially 100% useless and needs to be addressed as soon as possible.

  • Mr. Robot
    Mr. Robot Member Posts: 2 VERIFIED MEMBER
    First Comment

    Hi. Any updates on this? Our team is waiting on leveraging this feature as a lot of valuable automations can be set up with automated webhooks.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,230 COMMUNITY MANAGER
    250 Likes Third Anniversary 25 Answers 500 Comments

    Hi, everyone! I’m happy to confirm that this automation has been updated, and there is now a “triggered by anyone” condition. You can set it so any user can trigger the webhook.

  • Mr. Robot
    Mr. Robot Member Posts: 2 VERIFIED MEMBER
    First Comment

    Amazing! Thank you! 🙏

  • wonders
    wonders Member Posts: 27 VERIFIED MEMBER
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    @Manuel Oliveira That's awesome, thank you for the update. The only other request I have, is it possible to include the data from the objects used in the workflow in the payload, in addition to any custom variables? It would be fantastic if in the "Default Fields" there was an option to select the objects data to be included in the payload.

    Due to single trigger events, lack of branching and other various limitations of the workflows, the majority of our workflows are duplicates of another with just one variable tweaked - for example 'Deal Created in Stage X' and another duplicate for 'Deal Entered Stage X', or English vs. Spanish speaker. It can be extremely tedious having to assign each and every variable for the webhook one-by-one across all the workflows.

    Again, thank you for the update and for pushing for improved functionality!

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 116 VERIFIED MEMBER
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    Amazing news, great stuff!

  • Randall Pena
    Randall Pena Member Posts: 31 VERIFIED MEMBER
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    Awesome!!! I am hopeful again. Thank you @Manuel Oliveira !!

  • Randall Pena
    Randall Pena Member Posts: 31 VERIFIED MEMBER
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    Looks like it's time to update the documentation. :)

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,230 COMMUNITY MANAGER
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    Hi @Randall Pena , thanks for that! The documentation will be updated very soon.

    @wonders inside the automation, you can specify which keys and values are included in the payload and the method to be used. You can find out how it works here.

  • wonders
    wonders Member Posts: 27 VERIFIED MEMBER
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    @Manuel Oliveira Sorry if I was unclear in my previous post.

    The key value setup as it is, having to assign one-by-one, is EXTREMELY tedious, particularly when the workflows are as limited as they are. As I stated, we have to have multiple, nearly identical workflows, due to the limitations of Pipedrives workflows. This means we have to go in and assign the same key→values for each and every workflow. This is brutally painful.

    I'm requesting that, in addition to the "custom 1:1 key→values" you can assign, all of the data from the objects used in the workflow are included in the payload by default (or at least include an option in the 'Default Fields' section of the action to include this data in the payload). So if you're using the lead object and the person object in a workflow, the webhook would send ALL of the lead and person fields WITHOUT having to go 1 by 1 and assign 50 different key→value pairs, and then have to repeat this in 4 workflows that all do the same thing.

    Just like a regular webhook, when you use a 'deals' webhook, it sends all of the deal data/values in the webhook. You do not have to go assign the values one-by-one. There should be a way to include all of the object data associated with the workflow as standard data being sent in the webhook.

    I hope this this makes sense.

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 116 VERIFIED MEMBER
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    Hi @wonders for now, it's easer just to pass the ID and then request the full info on the other end, ie fetching deal/contact/org, to get the full recordset.

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 116 VERIFIED MEMBER
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    having the ability to trigger webhooks in a targeted way is already such a massive improvement that I'm personally fine with doing one additional API call after the webhook receives the ID. Much, much better than the previous approach of filtering thru all of the update/create events we had to employ.

    What we do now: just send the ID of the deal. Then fetch deal on the other end thru API, which contains a whole bunch of data on other objects and fetch any other object if the info in the deal isnt sufficient.

  • wonders
    wonders Member Posts: 27 VERIFIED MEMBER
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    @Nikolai Sokolov I agree, it is a MASSIVE improvement to say the least.

    We do a pretty good amount of data passing back and forth so it would be really nice at some point to be able to keep it as streamlined as possible and would save us a good bit on zaps. It only makes sense to me the object data would be sent with the webhook, that's how other platforms out there do it, including Pipedrive's standard webhooks.

    Thanks for that suggestion though, that's definitely a great solution. I don't know why I didn't think to do that but I'm sure as hell going to! I appreciate it lol