Webhooks allow you to instantly refresh your Coefficient imports from any external system—no need to wait for a scheduled update. Whether it’s a record change in Salesforce or an automation triggered in Zapier, your spreadsheet stays up to date in real time.
Webhooks with Coefficient
Example: To show you how webhooks work in Coefficient, we’ll use an existing import called “All Opportunities Report” from Salesforce. In this example, we’ll walk through how to trigger a live data refresh in your spreadsheet whenever there’s an update in Salesforce—so your report always reflects the most current data, without waiting for a scheduled refresh.
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1. Open the Coefficient sidebar and click your import. (Example: "All Opportunities Report".) |
2. Click the 3-vertical dots (that appear on hover) to reveal further options to interact with your import. Select "Webhook URL". |
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3. There are 2 options you can pick from to copy your Webhook URL.
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4. Paste the Webhook URL to your external system (eg, Salesforce, HubSpot, Zapier, etc). NOTE: Each external system has its own process for configuring webhooks. Please refer to your system's API documentation on how to set it up. |
5. Once your external system triggers the refresh using the webhook URL, your Coefficient import will update the data on your sheet.
FAQs for Coefficient Webhooks
Do I need to upgrade my account to use Webhooks?
Webhooks are available during your Free Trial, as well as on our Pro and Enterprise plans. If you would like to upgrade and use this feature, please reach out to support@coefficient.io. We are happy to help!
Are there any rate limits when using Webhooks?
Both our Enterprise and Pro plans allow for up to 12 Webhook calls per hour, with a minimum interval of 5 minutes between triggers. If you exceed the 12-call limit within an hour, additional triggers will be paused until the next hourly reset.
Where can I check the run history for my Webhook(s)?
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To view your WebHooks run history for a specific import; 1. Select the import from the sidebar 2. Click on the 3-vertical dots that appear when you hover over the name. 3. Select "View Run History" 4. You will be directed to your dashboard, which will show the run history for that import, including each Webhook call.
NOTE: If a webhook fails, it won’t trigger an import refresh and will not appear in the run history on your dashboard. |