Connect any tool with webhooks
Any tool that can send or receive a web request can work with Helmior. A stage can receive records from a private URL, and an action can POST a record to your own URL when it reaches a stage, signed so you can tell it came from Helmior.
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Records in: a webhook trigger
- Open your pipeline and click the stage where records should land.
- Under Triggers, add Webhook and save. Helmior shows the stage's delivery URL.
- Deploy the pipeline, then have your tool POST JSON to that URL:
{ "title": "Acme Ltd", "external_ref": "L-7" }
If the pipeline has seen that external_ref before, the existing record moves to this stage. Otherwise a new record is opened.
The URL is the only password, so keep it secret. It only works once the pipeline is deployed.
Records out: call a URL
- Click a stage and, under Actions, add Call a URL.
- Enter an
httpsaddress. Choose whether it fires when a record enters or leaves the stage. - Optionally click Generate to add a signing secret.
Helmior POSTs the record as JSON:
{
"event": "record.entered_stage",
"record_id": "6f1c…",
"pipeline_id": "b93a…",
"title": "Acme Ltd",
"stage": "Signed",
"fires_on": "enter",
"actor": "Dana",
"external_ref": "L-7"
}
With a secret set, each request carries X-Helmior-Timestamp and X-Helmior-Signature: sha256=<hex>. The signature is HMAC-SHA256 of the timestamp, a full stop, then the raw body, keyed with your secret. Compare it in constant time and reject old timestamps.
Frequently asked questions
What if my URL is down?
Any answer outside 2xx counts as a failure. The failure is logged and not retried, and the record still moves.
Can I bring email into a pipeline?
Yes. Forward it through a tool that turns email into a web request and point it at a webhook trigger. Helmior's Gmail connection only sends.
Still stuck? Email support@helmior.com with a screenshot of what you see, and a person will answer.